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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 | $73,057 | $100,911-27.6% | $90,440-19.2% | $158,966-54.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.88% | 1726.62%-1694.7pp | 1294.38%-1262.5pp | 302.95%-271.1pp |
| Employer contribution / active EE | $5,676 | $3,690+53.8% | $3,263+74.0% | $4,762+19.2% |
| Participant deferral / active EE | $3,016 | $4,348-30.6% | $3,964-23.9% | $5,983-49.6% |
| Admin fee / account holder | $279 | $6,507-95.7% | $5,615-95.0% | $11,250-97.5% |