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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 | $65,497 | $88,754-26.2% | $81,820-19.9% | $145,877-55.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 19.96% | 1031.77%-1011.8pp | 777.93%-758.0pp | 551.28%-531.3pp |
| Employer contribution / active EE | $5,133 | $3,085+66.4% | $2,915+76.1% | $4,663+10.1% |
| Participant deferral / active EE | $3,664 | $4,648-21.2% | $4,323-15.2% | $6,691-45.2% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |