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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 | $69,808 | $155,840-55.2% | $124,694-44.0% | $167,553-58.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.12% | 17.98%-2.9pp | 5144.82%-5129.7pp | 478.89%-463.8pp |
| Employer contribution / active EE | $5,547 | $4,165+33.2% | $3,325+66.9% | $4,840+14.6% |
| Participant deferral / active EE | $9,556 | $5,675+68.4% | $4,615+107.1% | $6,343+50.7% |
| Admin fee / account holder | $5 | $9,536-99.9% | $7,495-99.9% | $12,316-100.0% |