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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 | $9,564 | $88,702-89.2% | $81,780-88.3% | $145,978-93.4% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 33.87% | 1029.12%-995.3pp | 776.27%-742.4pp | 550.52%-516.6pp |
| Employer contribution / active EE | $3,046 | $3,084-1.2% | $2,914+4.5% | $4,662-34.7% |
| Participant deferral / active EE | $4,405 | $4,645-5.2% | $4,321+1.9% | $6,690-34.2% |
| Admin fee / account holder | $142 | $8,414-98.3% | $7,384-98.1% | $13,400-98.9% |