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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,369 | $96,388-62.3% | $80,627-54.9% | $139,466-73.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.51% | 1352.08%-1336.6pp | 936.76%-921.2pp | 373.66%-358.2pp |
| Employer contribution / active EE | $3,784 | $3,260+16.1% | $2,723+39.0% | $4,754-20.4% |
| Participant deferral / active EE | $5,333 | $5,224+2.1% | $4,443+20.0% | $6,712-20.5% |
| Admin fee / account holder | $4 | $6,603-99.9% | $5,381-99.9% | $11,409-100.0% |