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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 | $53,293 | $88,778-40.0% | $81,844-34.9% | $145,884-63.5% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 10.29% | 1033.03%-1022.7pp | 778.87%-768.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,056 | $3,087-33.4% | $2,916-29.5% | $4,662-55.9% |
| Participant deferral / active EE | $6,750 | $4,648+45.2% | $4,323+56.1% | $6,690+0.9% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |