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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 | $118,676 | $144,124-17.7% | $117,857+0.7% | $147,585-19.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 11.18% | 531.17%-520.0pp | 335.09%-323.9pp | 578.57%-567.4pp |
| Employer contribution / active EE | $5,003 | $4,897+2.2% | $3,786+32.1% | $4,876+2.6% |
| Participant deferral / active EE | $7,613 | $5,316+43.2% | $4,482+69.9% | $5,439+40.0% |
| Admin fee / account holder | $44 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |