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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 | $58,204 | $76,785-24.2% | $56,441+3.1% | $145,959-60.1% |
| Participation rate | 88.9% | 63.2%+25.6pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 13.68% | 3000.51%-2986.8pp | 1704.21%-1690.5pp | 561.95%-548.3pp |
| Employer contribution / active EE | $11,379 | $1,381+724.3% | $1,039+995.1% | $4,661+144.2% |
| Participant deferral / active EE | $5,111 | $2,624+94.8% | $1,953+161.7% | $6,689-23.6% |
| Admin fee / account holder | $12 | $3,334-99.6% | $2,829-99.6% | $13,398-99.9% |