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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 | $61,561 | $99,031-37.8% | $86,597-28.9% | $147,585-58.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.57% | 1312.56%-1297.0pp | 964.96%-949.4pp | 578.57%-563.0pp |
| Employer contribution / active EE | $4,814 | $3,132+53.7% | $2,840+69.5% | $4,876-1.3% |
| Participant deferral / active EE | $4,023 | $3,972+1.3% | $3,609+11.5% | $5,439-26.0% |
| Admin fee / account holder | $221 | $5,711-96.1% | $4,906-95.5% | $10,885-98.0% |