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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 | $118,708 | $155,840-23.8% | $124,694-4.8% | $167,553-29.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.37% | 17.98%-4.6pp | 5144.82%-5131.4pp | 478.89%-465.5pp |
| Employer contribution / active EE | $5,692 | $4,165+36.7% | $3,325+71.2% | $4,840+17.6% |
| Participant deferral / active EE | $8,942 | $5,675+57.6% | $4,615+93.7% | $6,343+41.0% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |