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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 | $88,702-47.0% | $81,780-42.5% | $145,978-67.8% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.4%+14.6pp | 80.3%+6.7pp |
| Annual return | 32.92% | 1029.12%-996.2pp | 776.27%-743.3pp | 550.52%-517.6pp |
| Employer contribution / active EE | $5,375 | $3,084+74.3% | $2,914+84.5% | $4,662+15.3% |
| Participant deferral / active EE | $3,327 | $4,645-28.4% | $4,321-23.0% | $6,690-50.3% |
| Admin fee / account holder | $41 | $8,414-99.5% | $7,384-99.4% | $13,400-99.7% |