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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 | $46,286 | $88,815-47.9% | $81,882-43.5% | $145,897-68.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.13% | 1033.75%-1010.6pp | 779.47%-756.3pp | 552.29%-529.2pp |
| Employer contribution / active EE | $6,182 | $3,086+100.3% | $2,916+112.0% | $4,663+32.6% |
| Participant deferral / active EE | $9,275 | $4,647+99.6% | $4,323+114.5% | $6,689+38.6% |
| Admin fee / account holder | $61 | $8,434-99.3% | $7,360-99.2% | $13,390-99.5% |