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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 | $54,104 | $135,956-60.2% | $123,894-56.3% | $273,972-80.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4920.26% | 56.63%+4863.6pp | 47.52%+4872.7pp | 41.46%+4878.8pp |
| Employer contribution / active EE | $4,549 | $5,170-12.0% | $4,617-1.5% | $4,869-6.6% |
| Participant deferral / active EE | $12,252 | $6,343+93.2% | $5,984+104.7% | $5,287+131.7% |
| Admin fee / account holder | $122 | $9,817-98.8% | $8,357-98.5% | $10,133-98.8% |