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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 | $156,927-71.6% | $121,169-63.2% | $139,456-68.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 1475.85%-1462.5pp | 986.71%-973.4pp | 373.45%-360.1pp |
| Employer contribution / active EE | $4,418 | $5,542-20.3% | $4,168+6.0% | $4,753-7.0% |
| Participant deferral / active EE | $3,385 | $4,848-30.2% | $4,083-17.1% | $6,711-49.6% |
| Admin fee / account holder | $140 | $6,946-98.0% | $5,645-97.5% | $11,407-98.8% |