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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 | $35,082 | $100,895-65.2% | $90,430-61.2% | $158,950-77.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.32% | 1725.54%-1709.2pp | 1293.73%-1277.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $13,976 | $3,689+278.9% | $3,262+328.5% | $4,762+193.5% |
| Participant deferral / active EE | $10,999 | $4,347+153.0% | $3,963+177.6% | $5,983+83.9% |
| Admin fee / account holder | $128 | $6,505-98.0% | $5,613-97.7% | $11,248-98.9% |