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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 | $33,862 | $169,361-80.0% | $129,397-73.8% | $145,877-76.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.93% | 14395.54%-14380.6pp | 9453.98%-9439.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $9,971 | $5,542+79.9% | $4,154+140.0% | $4,663+113.8% |
| Participant deferral / active EE | $4,746 | $4,987-4.9% | $4,167+13.9% | $6,691-29.1% |
| Admin fee / account holder | $17 | $9,903-99.8% | $7,679-99.8% | $13,402-99.9% |