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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 | $76,747 | $96,388-20.4% | $80,627-4.8% | $139,466-45.0% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 31.00% | 1352.08%-1321.1pp | 936.76%-905.8pp | 373.66%-342.7pp |
| Employer contribution / active EE | $1,253 | $3,260-61.6% | $2,723-54.0% | $4,754-73.6% |
| Participant deferral / active EE | $11,563 | $5,224+121.3% | $4,443+160.3% | $6,712+72.3% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |