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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 | $100,938-48.1% | $90,461-42.1% | $158,982-67.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.30% | 1727.20%-1706.9pp | 1294.76%-1274.5pp | 302.99%-282.7pp |
| Employer contribution / active EE | $4,545 | $3,691+23.1% | $3,264+39.3% | $4,763-4.6% |
| Participant deferral / active EE | $9,920 | $4,350+128.1% | $3,964+150.2% | $5,983+65.8% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |