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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 | $88,748 | $180,749-50.9% | $160,784-44.8% | $137,256-35.3% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | 17.29% | 2234.46%-2217.2pp | 1803.92%-1786.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,647 | $4,155+11.8% | $3,733+24.5% | $4,156+11.8% |
| Participant deferral / active EE | $5,644 | $6,844-17.5% | $6,293-10.3% | $6,407-11.9% |
| Admin fee / account holder | $23 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |