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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 | $50,806 | $88,815-42.8% | $81,882-38.0% | $145,897-65.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.66% | 1033.75%-1017.1pp | 779.47%-762.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $3,734 | $3,086+21.0% | $2,916+28.1% | $4,663-19.9% |
| Participant deferral / active EE | $11,902 | $4,647+156.1% | $4,323+175.3% | $6,689+77.9% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |