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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 | $59,191 | $88,778-33.3% | $81,844-27.7% | $145,884-59.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.94% | 1033.03%-1017.1pp | 778.87%-762.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $8,652 | $3,087+180.3% | $2,916+196.7% | $4,662+85.6% |
| Participant deferral / active EE | $3,037 | $4,648-34.7% | $4,323-29.8% | $6,690-54.6% |
| Admin fee / account holder | $21 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |