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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 | $39,576 | $88,702-55.4% | $81,780-51.6% | $145,978-72.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 17.02% | 1029.12%-1012.1pp | 776.27%-759.2pp | 550.52%-533.5pp |
| Employer contribution / active EE | $3,994 | $3,084+29.5% | $2,914+37.1% | $4,662-14.3% |
| Participant deferral / active EE | $8,629 | $4,645+85.8% | $4,321+99.7% | $6,690+29.0% |
| Admin fee / account holder | $142 | $8,414-98.3% | $7,384-98.1% | $13,400-98.9% |