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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 | $100,849 | $141,004-28.5% | $112,273-10.2% | $139,466-27.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 4545.15% | 32.75%+4512.4pp | 30.23%+4514.9pp | 373.66%+4171.5pp |
| Employer contribution / active EE | $1,682 | $4,285-60.8% | $3,431-51.0% | $4,754-64.6% |
| Participant deferral / active EE | $2,222 | $5,878-62.2% | $4,800-53.7% | $6,712-66.9% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |