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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 | $52,537 | $88,754-40.8% | $81,820-35.8% | $145,877-64.0% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 10.56% | 1031.77%-1021.2pp | 777.93%-767.4pp | 551.28%-540.7pp |
| Employer contribution / active EE | $4,753 | $3,085+54.0% | $2,915+63.0% | $4,663+1.9% |
| Participant deferral / active EE | $3,696 | $4,648-20.5% | $4,323-14.5% | $6,691-44.8% |
| Admin fee / account holder | $145 | $8,424-98.3% | $7,391-98.0% | $13,402-98.9% |