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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 | $55,543 | $124,175-55.3% | $108,405-48.8% | $167,536-66.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.76% | 1380.13%-1366.4pp | 905.55%-891.8pp | 478.82%-465.1pp |
| Employer contribution / active EE | $2,904 | $4,188-30.7% | $3,559-18.4% | $4,839-40.0% |
| Participant deferral / active EE | $9,189 | $6,908+33.0% | $6,563+40.0% | $6,342+44.9% |
| Admin fee / account holder | $216 | $9,457-97.7% | $7,297-97.0% | $12,315-98.3% |