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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 | $85,861 | $100,895-14.9% | $90,430-5.1% | $158,950-46.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 7.61% | 1725.54%-1717.9pp | 1293.73%-1286.1pp | 302.91%-295.3pp |
| Employer contribution / active EE | $7,796 | $3,689+111.3% | $3,262+139.0% | $4,762+63.7% |
| Participant deferral / active EE | $2,380 | $4,347-45.2% | $3,963-39.9% | $5,983-60.2% |
| Admin fee / account holder | $127 | $6,505-98.0% | $5,613-97.7% | $11,248-98.9% |