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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 | $65,620 | $104,953-37.5% | $84,637-22.5% | $152,909-57.1% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 34.88% | 373.94%-339.1pp | 258.82%-223.9pp | 345.46%-310.6pp |
| Employer contribution / active EE | $6,712 | $3,304+103.2% | $2,653+153.0% | $4,764+40.9% |
| Participant deferral / active EE | $6,444 | $4,691+37.4% | $3,900+65.2% | $5,851+10.1% |
| Admin fee / account holder | $100 | $6,244-98.4% | $4,914-98.0% | $11,601-99.1% |