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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 | $48,645 | $171,867-71.7% | $149,721-67.5% | $147,586-67.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.19% | 2113.36%-2091.2pp | 1501.67%-1479.5pp | 578.59%-556.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $24,000 | $7,270+230.1% | $6,568+265.4% | $5,439+341.3% |
| Admin fee / account holder | $54 | $13,799-99.6% | $11,282-99.5% | $10,886-99.5% |