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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 | $46,481 | $209,874-77.9% | $189,537-75.5% | $167,536-72.3% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 14.24% | 748.61%-734.4pp | 555.34%-541.1pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,764 | $6,913-45.5% | $6,161-38.9% | $4,839-22.2% |
| Participant deferral / active EE | $7,942 | $8,934-11.1% | $8,220-3.4% | $6,342+25.2% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |