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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 | $63,310 | $57,305+10.5% | $86,640-26.9% | $75,173-15.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.94% | 2674.24%-2657.3pp | 592.52%-575.6pp | 160.72%-143.8pp |
| Employer contribution / active EE | $2,299 | $2,316-0.8% | $3,024-24.0% | $2,671-13.9% |
| Participant deferral / active EE | $6,775 | $3,320+104.1% | $4,438+52.7% | $4,126+64.2% |
| Admin fee / account holder | $272 | $4,116-93.4% | $5,616-95.2% | $5,651-95.2% |