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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 | $78,566 | $234,190-66.5% | $180,320-56.4% | $198,609-60.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.5%+8.5pp | 82.4%-2.4pp |
| Annual return | 21.30% | 1057.44%-1036.1pp | 778.54%-757.2pp | 202.70%-181.4pp |
| Employer contribution / active EE | $5,243 | $5,258-0.3% | $4,108+27.7% | $5,055+3.7% |
| Participant deferral / active EE | $6,671 | $4,988+33.7% | $4,304+55.0% | $6,977-4.4% |
| Admin fee / account holder | $125 | $12,558-99.0% | $10,000-98.8% | $19,030-99.3% |