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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 | $69,539 | $176,105-60.5% | $159,474-56.4% | $167,536-58.5% |
| Participation rate | 95.5% | 85.0%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 21.10% | 331.91%-310.8pp | 263.68%-242.6pp | 478.82%-457.7pp |
| Employer contribution / active EE | $11,525 | $5,299+117.5% | $4,831+138.6% | $4,839+138.2% |
| Participant deferral / active EE | $8,118 | $7,751+4.7% | $7,353+10.4% | $6,342+28.0% |
| Admin fee / account holder | $38 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |