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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 | $47,699 | $96,361-50.5% | $80,607-40.8% | $139,456-65.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.96% | 1350.95%-1334.0pp | 936.11%-919.1pp | 373.45%-356.5pp |
| Employer contribution / active EE | $2,362 | $3,262-27.6% | $2,724-13.3% | $4,753-50.3% |
| Participant deferral / active EE | $3,889 | $5,232-25.7% | $4,448-12.6% | $6,711-42.0% |
| Admin fee / account holder | $13 | $6,601-99.8% | $5,379-99.8% | $11,407-99.9% |