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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 | $60,631 | $99,031-38.8% | $86,597-30.0% | $147,585-58.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.60% | 1312.56%-1294.0pp | 964.96%-946.4pp | 578.57%-560.0pp |
| Employer contribution / active EE | $2,762 | $3,132-11.8% | $2,840-2.7% | $4,876-43.4% |
| Participant deferral / active EE | $6,787 | $3,972+70.8% | $3,609+88.1% | $5,439+24.8% |
| Admin fee / account holder | $285 | $5,711-95.0% | $4,906-94.2% | $10,885-97.4% |