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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 | $34,818 | $72,071-51.7% | $68,368-49.1% | $137,256-74.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 40.01% | 353.14%-313.1pp | 292.57%-252.6pp | 220.34%-180.3pp |
| Employer contribution / active EE | $4,651 | $2,788+66.8% | $2,649+75.6% | $4,156+11.9% |
| Participant deferral / active EE | $10,083 | $4,410+128.6% | $4,123+144.6% | $6,407+57.4% |
| Admin fee / account holder | $58 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |