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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 | $56,837 | $156,927-63.8% | $121,169-53.1% | $139,456-59.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.04% | 1475.85%-1462.8pp | 986.71%-973.7pp | 373.45%-360.4pp |
| Employer contribution / active EE | $7,692 | $5,542+38.8% | $4,168+84.6% | $4,753+61.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $180 | $6,946-97.4% | $5,645-96.8% | $11,407-98.4% |