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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 | $63,449 | $76,368-16.9% | $67,681-6.3% | $154,746-59.0% |
| Participation rate | 87.5% | 79.0%+8.5pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 48.48% | 1066.77%-1018.3pp | 590.58%-542.1pp | 172.34%-123.9pp |
| Employer contribution / active EE | $3,463 | $3,151+9.9% | $2,678+29.3% | $4,379-20.9% |
| Participant deferral / active EE | $5,740 | $4,824+19.0% | $3,976+44.4% | $6,730-14.7% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |