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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 | $77,223 | $88,702-12.9% | $81,780-5.6% | $145,978-47.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 26.09% | 1029.12%-1003.0pp | 776.27%-750.2pp | 550.52%-524.4pp |
| Employer contribution / active EE | $389 | $3,084-87.4% | $2,914-86.7% | $4,662-91.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |