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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 | $82,671 | $180,462-54.2% | $154,111-46.4% | $135,379-38.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 1.65% | 888.17%-886.5pp | 735.18%-733.5pp | 519.79%-518.1pp |
| Employer contribution / active EE | $7,696 | $6,036+27.5% | $5,298+45.3% | $4,779+61.0% |
| Participant deferral / active EE | $6,109 | $5,806+5.2% | $5,081+20.2% | $5,609+8.9% |
| Admin fee / account holder | $190 | $16,145-98.8% | $13,411-98.6% | $10,828-98.2% |