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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 | $33,653 | $88,710-62.1% | $81,783-58.9% | $145,959-76.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.4%+15.9pp | 80.3%+8.0pp |
| Annual return | 26.07% | 1027.26%-1001.2pp | 775.05%-749.0pp | 561.95%-535.9pp |
| Employer contribution / active EE | $8,041 | $3,083+160.8% | $2,913+176.1% | $4,661+72.5% |
| Participant deferral / active EE | $7,086 | $4,645+52.6% | $4,320+64.0% | $6,689+5.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |