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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 | $86,857 | $102,595-15.3% | $94,057-7.7% | $154,746-43.9% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 17.40% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $6,740 | $3,147+114.2% | $2,933+129.8% | $4,379+53.9% |
| Participant deferral / active EE | $11,282 | $5,118+120.4% | $4,709+139.6% | $6,730+67.6% |
| Admin fee / account holder | $7 | $7,736-99.9% | $7,244-99.9% | $14,365-100.0% |