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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 | $44,542 | $156,970-71.6% | $121,210-63.3% | $139,487-68.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 1477.10%-1463.8pp | 987.41%-974.1pp | 373.84%-360.5pp |
| Employer contribution / active EE | $4,418 | $5,546-20.3% | $4,171+5.9% | $4,755-7.1% |
| Participant deferral / active EE | $3,385 | $4,849-30.2% | $4,084-17.1% | $6,713-49.6% |
| Admin fee / account holder | $140 | $6,947-98.0% | $5,647-97.5% | $11,407-98.8% |