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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 | $40,617 | $68,097-40.4% | $62,929-35.5% | $137,256-70.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.50% | 1859.11%-1838.6pp | 1063.93%-1043.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $15,918 | $2,811+466.3% | $2,505+535.6% | $4,156+283.0% |
| Participant deferral / active EE | $3,917 | $4,553-14.0% | $3,888+0.7% | $6,407-38.9% |
| Admin fee / account holder | $147 | $6,521-97.7% | $5,065-97.1% | $12,270-98.8% |