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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 | $99,746 | $149,040-33.1% | $120,225-17.0% | $137,256-27.3% |
| Participation rate | 88.2% | 75.4%+12.8pp | 69.6%+18.7pp | 80.0%+8.3pp |
| Annual return | 15.92% | 605.68%-589.8pp | 439.23%-423.3pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,007 | $4,350+15.1% | $3,475+44.1% | $4,156+20.5% |
| Participant deferral / active EE | $2,830 | $4,655-39.2% | $3,999-29.2% | $6,407-55.8% |
| Admin fee / account holder | $11 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |