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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 | $118,259 | $180,459-34.5% | $154,108-23.3% | $135,380-12.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 3458.07% | 888.21%+2569.9pp | 735.21%+2722.9pp | 519.81%+2938.3pp |
| Employer contribution / active EE | $5,317 | $6,035-11.9% | $5,298+0.4% | $4,779+11.3% |
| Participant deferral / active EE | $6,903 | $5,806+18.9% | $5,081+35.9% | $5,609+23.1% |
| Admin fee / account holder | $10 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |