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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 | $39,320 | $88,754-55.7% | $81,820-51.9% | $145,877-73.0% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 22.14% | 1031.77%-1009.6pp | 777.93%-755.8pp | 551.28%-529.1pp |
| Employer contribution / active EE | $3,541 | $3,085+14.8% | $2,915+21.5% | $4,663-24.1% |
| Participant deferral / active EE | $3,806 | $4,648-18.1% | $4,323-11.9% | $6,691-43.1% |
| Admin fee / account holder | $295 | $8,424-96.5% | $7,391-96.0% | $13,402-97.8% |