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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 | $76,634-24.0% | $56,054+3.8% | $145,978-60.1% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 13.68% | 3004.33%-2990.7pp | 1705.95%-1692.3pp | 550.52%-536.8pp |
| Employer contribution / active EE | $11,379 | $1,380+724.4% | $1,039+995.2% | $4,662+144.1% |
| Participant deferral / active EE | $5,111 | $2,622+94.9% | $1,952+161.8% | $6,690-23.6% |
| Admin fee / account holder | $12 | $3,321-99.6% | $2,822-99.6% | $13,400-99.9% |