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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 | $64,874 | $99,031-34.5% | $86,597-25.1% | $147,585-56.0% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 14.73% | 1312.56%-1297.8pp | 964.96%-950.2pp | 578.57%-563.8pp |
| Employer contribution / active EE | $1,273 | $3,132-59.4% | $2,840-55.2% | $4,876-73.9% |
| Participant deferral / active EE | $2,934 | $3,972-26.1% | $3,609-18.7% | $5,439-46.1% |
| Admin fee / account holder | $248 | $5,711-95.7% | $4,906-94.9% | $10,885-97.7% |