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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 | $52,047 | $88,702-41.3% | $81,780-36.4% | $145,978-64.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 15.15% | 1029.12%-1014.0pp | 776.27%-761.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,891 | $3,084-6.3% | $2,914-0.8% | $4,662-38.0% |
| Participant deferral / active EE | $1,100 | $4,645-76.3% | $4,321-74.6% | $6,690-83.6% |
| Admin fee / account holder | $28 | $8,414-99.7% | $7,384-99.6% | $13,400-99.8% |