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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 | $99,129 | $99,011+0.1% | $86,582+14.5% | $147,586-32.8% |
| Participation rate | 70.6% | 76.3%-5.8pp | 73.5%-3.0pp | 82.8%-12.2pp |
| Annual return | 19.62% | 1312.75%-1293.1pp | 965.08%-945.5pp | 578.59%-559.0pp |
| Employer contribution / active EE | $917 | $3,132-70.7% | $2,839-67.7% | $4,876-81.2% |
| Participant deferral / active EE | $4,577 | $3,972+15.2% | $3,609+26.8% | $5,439-15.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |