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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 | $59,508 | $156,970-62.1% | $121,210-50.9% | $139,487-57.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 17.27% | 1477.10%-1459.8pp | 987.41%-970.1pp | 373.84%-356.6pp |
| Employer contribution / active EE | $3,005 | $5,546-45.8% | $4,171-28.0% | $4,755-36.8% |
| Participant deferral / active EE | $6,343 | $4,849+30.8% | $4,084+55.3% | $6,713-5.5% |
| Admin fee / account holder | $19 | $6,947-99.7% | $5,647-99.7% | $11,407-99.8% |