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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 | $96,388-50.5% | $80,627-40.8% | $139,466-65.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.96% | 1352.08%-1335.1pp | 936.76%-919.8pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,362 | $3,260-27.5% | $2,723-13.2% | $4,754-50.3% |
| Participant deferral / active EE | $3,889 | $5,224-25.6% | $4,443-12.5% | $6,712-42.1% |
| Admin fee / account holder | $13 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |