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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 | $48,898 | $96,388-49.3% | $80,627-39.4% | $139,466-64.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.05% | 1352.08%-1331.0pp | 936.76%-915.7pp | 373.66%-352.6pp |
| Employer contribution / active EE | $3,025 | $3,260-7.2% | $2,723+11.1% | $4,754-36.4% |
| Participant deferral / active EE | $15,125 | $5,224+189.5% | $4,443+240.4% | $6,712+125.3% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |