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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 | $70,953 | $159,934-55.6% | $147,005-51.7% | $145,959-51.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.60% | 98.24%-84.6pp | 418.76%-405.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $7,404 | $5,287+40.0% | $4,934+50.0% | $4,661+58.9% |
| Participant deferral / active EE | $5,430 | $8,427-35.6% | $8,070-32.7% | $6,689-18.8% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |