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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 | $14,896 | $102,595-85.5% | $94,057-84.2% | $154,746-90.4% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 41.55% | 583.42%-541.9pp | 480.62%-439.1pp | 172.34%-130.8pp |
| Employer contribution / active EE | $2,571 | $3,147-18.3% | $2,933-12.3% | $4,379-41.3% |
| Participant deferral / active EE | $3,569 | $5,118-30.3% | $4,709-24.2% | $6,730-47.0% |
| Admin fee / account holder | $84 | $7,736-98.9% | $7,244-98.8% | $14,365-99.4% |