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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 | $33,125 | $99,668-66.8% | $86,451-61.7% | $134,545-75.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 494.02% | 6789.61%-6295.6pp | 4398.51%-3904.5pp | 418.37%+75.7pp |
| Employer contribution / active EE | $7,309 | $4,403+66.0% | $3,770+93.9% | $4,742+54.1% |
| Participant deferral / active EE | $10,613 | $7,249+46.4% | $6,953+52.6% | $6,401+65.8% |
| Admin fee / account holder | $64 | $8,377-99.2% | $6,734-99.1% | $11,431-99.4% |