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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 | $52,381 | $100,868-48.1% | $90,414-42.1% | $158,931-67.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.30% | 1724.58%-1704.3pp | 1293.19%-1272.9pp | 302.86%-282.6pp |
| Employer contribution / active EE | $4,545 | $3,689+23.2% | $3,262+39.3% | $4,761-4.5% |
| Participant deferral / active EE | $9,920 | $4,348+128.2% | $3,963+150.3% | $5,982+65.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,611-100.0% | $11,247-100.0% |