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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 | $52,729 | $102,663-48.6% | $86,216-38.8% | $139,466-62.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.86% | 1924.52%-1899.7pp | 1169.42%-1144.6pp | 373.66%-348.8pp |
| Employer contribution / active EE | $3,281 | $3,035+8.1% | $2,382+37.8% | $4,754-31.0% |
| Participant deferral / active EE | $5,825 | $4,677+24.5% | $3,986+46.1% | $6,712-13.2% |
| Admin fee / account holder | $284 | $8,663-96.7% | $6,853-95.9% | $11,409-97.5% |