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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 | $210,588 | $144,130+46.1% | $117,861+78.7% | $147,586+42.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 14.87% | 531.20%-516.3pp | 335.11%-320.2pp | 578.59%-563.7pp |
| Employer contribution / active EE | $9,105 | $4,897+85.9% | $3,786+140.5% | $4,876+86.7% |
| Participant deferral / active EE | $4,800 | $5,316-9.7% | $4,482+7.1% | $5,439-11.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |