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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 | $67,413 | $156,927-57.0% | $121,169-44.4% | $139,456-51.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.79% | 1475.85%-1456.1pp | 986.71%-966.9pp | 373.45%-353.7pp |
| Employer contribution / active EE | $10,960 | $5,542+97.8% | $4,168+163.0% | $4,753+130.6% |
| Participant deferral / active EE | $28,320 | $4,848+484.1% | $4,083+593.7% | $6,711+322.0% |
| Admin fee / account holder | $249 | $6,946-96.4% | $5,645-95.6% | $11,407-97.8% |