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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 | $44,502 | $68,097-34.6% | $62,929-29.3% | $137,256-67.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 25.18% | 1859.11%-1833.9pp | 1063.93%-1038.7pp | 220.34%-195.2pp |
| Employer contribution / active EE | $3,892 | $2,811+38.5% | $2,505+55.4% | $4,156-6.4% |
| Participant deferral / active EE | $11,914 | $4,553+161.7% | $3,888+206.4% | $6,407+86.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |