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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 | $47,108 | $99,009-52.4% | $86,581-45.6% | $147,585-68.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.18% | 1312.70%-1294.5pp | 965.06%-946.9pp | 578.58%-560.4pp |
| Employer contribution / active EE | $2,495 | $3,132-20.4% | $2,840-12.1% | $4,876-48.8% |
| Participant deferral / active EE | $2,677 | $3,972-32.6% | $3,609-25.8% | $5,439-50.8% |
| Admin fee / account holder | $61 | $5,709-98.9% | $4,904-98.8% | $10,886-99.4% |