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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 | $46,983 | $88,815-47.1% | $81,882-42.6% | $145,897-67.8% |
| Participation rate | 87.0% | 75.1%+11.9pp | 72.4%+14.6pp | 80.3%+6.7pp |
| Annual return | 32.92% | 1033.75%-1000.8pp | 779.47%-746.6pp | 552.29%-519.4pp |
| Employer contribution / active EE | $5,375 | $3,086+74.1% | $2,916+84.3% | $4,663+15.3% |
| Participant deferral / active EE | $3,327 | $4,647-28.4% | $4,323-23.0% | $6,689-50.3% |
| Admin fee / account holder | $41 | $8,434-99.5% | $7,360-99.4% | $13,390-99.7% |