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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 | $154,754-57.6% | $124,206-47.2% | $138,895-52.8% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.6%+5.4pp | 79.9%-4.9pp |
| Annual return | 13.19% | 709.28%-696.1pp | 515.27%-502.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $12,414 | $4,446+179.2% | $3,540+250.6% | $4,194+196.0% |
| Participant deferral / active EE | $3,061 | $4,621-33.8% | $3,968-22.8% | $6,396-52.1% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |