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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 | $25,868 | $88,702-70.8% | $81,780-68.4% | $145,978-82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.49% | 1029.12%-1016.6pp | 776.27%-763.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,661 | $3,084+18.7% | $2,914+25.6% | $4,662-21.5% |
| Participant deferral / active EE | $6,393 | $4,645+37.6% | $4,321+48.0% | $6,690-4.4% |
| Admin fee / account holder | $5 | $8,414-99.9% | $7,384-99.9% | $13,400-100.0% |