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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 | $63,573 | $155,833-59.2% | $124,693-49.0% | $167,518-62.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.92% | 17.98%-2.1pp | 5144.19%-5128.3pp | 478.71%-462.8pp |
| Employer contribution / active EE | $2,842 | $4,164-31.8% | $3,324-14.5% | $4,838-41.3% |
| Participant deferral / active EE | $5,139 | $5,675-9.5% | $4,615+11.3% | $6,342-19.0% |
| Admin fee / account holder | $12 | $9,534-99.9% | $7,494-99.8% | $12,312-99.9% |