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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 | $63,237 | $96,361-34.4% | $80,607-21.5% | $139,456-54.7% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 26.82% | 1350.95%-1324.1pp | 936.11%-909.3pp | 373.45%-346.6pp |
| Employer contribution / active EE | $3,811 | $3,262+16.8% | $2,724+39.9% | $4,753-19.8% |
| Participant deferral / active EE | $8,955 | $5,232+71.2% | $4,448+101.3% | $6,711+33.4% |
| Admin fee / account holder | $243 | $6,601-96.3% | $5,379-95.5% | $11,407-97.9% |