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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 | $46,933 | $100,938-53.5% | $90,461-48.1% | $158,982-70.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.64% | 1727.20%-1720.6pp | 1294.76%-1288.1pp | 302.99%-296.4pp |
| Employer contribution / active EE | $4,317 | $3,691+16.9% | $3,264+32.3% | $4,763-9.4% |
| Participant deferral / active EE | $8,593 | $4,350+97.6% | $3,964+116.8% | $5,983+43.6% |
| Admin fee / account holder | $20 | $6,510-99.7% | $5,617-99.6% | $11,252-99.8% |