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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 | $53,561 | $100,911-46.9% | $90,440-40.8% | $158,966-66.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 18.55% | 1726.62%-1708.1pp | 1294.38%-1275.8pp | 302.95%-284.4pp |
| Employer contribution / active EE | $3,831 | $3,690+3.8% | $3,263+17.4% | $4,762-19.6% |
| Participant deferral / active EE | $3,831 | $4,348-11.9% | $3,964-3.3% | $5,983-36.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |