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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 | $59,157 | $156,927-62.3% | $121,169-51.2% | $139,456-57.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.16% | 1475.85%-1452.7pp | 986.71%-963.5pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,001 | $5,542-81.9% | $4,168-76.0% | $4,753-78.9% |
| Participant deferral / active EE | $6,417 | $4,848+32.4% | $4,083+57.2% | $6,711-4.4% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,645-99.6% | $11,407-99.8% |