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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 | $65,601 | $149,040-56.0% | $120,225-45.4% | $137,256-52.2% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 13.19% | 605.68%-592.5pp | 439.23%-426.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $12,414 | $4,350+185.4% | $3,475+257.2% | $4,156+198.7% |
| Participant deferral / active EE | $3,061 | $4,655-34.2% | $3,999-23.4% | $6,407-52.2% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |