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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 | $24,432 | $156,927-84.4% | $121,169-79.8% | $139,456-82.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.84% | 1475.85%-1455.0pp | 986.71%-965.9pp | 373.45%-352.6pp |
| Employer contribution / active EE | $2,445 | $5,542-55.9% | $4,168-41.3% | $4,753-48.6% |
| Participant deferral / active EE | $8,557 | $4,848+76.5% | $4,083+109.6% | $6,711+27.5% |
| Admin fee / account holder | $297 | $6,946-95.7% | $5,645-94.7% | $11,407-97.4% |