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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 | $74,345 | $138,075-46.2% | $123,552-39.8% | $135,379-45.1% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | 1.38% | 153.70%-152.3pp | 119.20%-117.8pp | 519.79%-518.4pp |
| Employer contribution / active EE | $9,183 | $5,152+78.2% | $4,628+98.4% | $4,779+92.2% |
| Participant deferral / active EE | $7,618 | $6,800+12.0% | $6,426+18.5% | $5,609+35.8% |
| Admin fee / account holder | $34 | $10,917-99.7% | $9,285-99.6% | $10,828-99.7% |