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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 | $45,879 | $73,421-37.5% | $66,439-30.9% | $155,188-70.4% |
| Participation rate | 93.3% | 79.7%+13.6pp | 74.5%+18.8pp | 80.8%+12.5pp |
| Annual return | 23.50% | 1382.37%-1358.9pp | 757.66%-734.2pp | 148.84%-125.3pp |
| Employer contribution / active EE | $2,675 | $3,039-12.0% | $2,637+1.5% | $4,248-37.0% |
| Participant deferral / active EE | $7,324 | $4,680+56.5% | $3,876+89.0% | $6,531+12.1% |
| Admin fee / account holder | $209 | $8,856-97.6% | $6,173-96.6% | $14,480-98.6% |