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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 | $10,162 | $156,927-93.5% | $121,169-91.6% | $139,456-92.7% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 32.51% | 1475.85%-1443.3pp | 986.71%-954.2pp | 373.45%-340.9pp |
| Employer contribution / active EE | $2,593 | $5,542-53.2% | $4,168-37.8% | $4,753-45.4% |
| Participant deferral / active EE | $3,005 | $4,848-38.0% | $4,083-26.4% | $6,711-55.2% |
| Admin fee / account holder | $219 | $6,946-96.8% | $5,645-96.1% | $11,407-98.1% |