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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 | $132,436 | $90,691+46.0% | $76,119+74.0% | $145,884-9.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 13.11% | 624.52%-611.4pp | 361.25%-348.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,591 | $3,329-22.2% | $2,693-3.8% | $4,662-44.4% |
| Participant deferral / active EE | $5,300 | $5,167+2.6% | $4,259+24.4% | $6,690-20.8% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |