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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 | $105,704 | $99,009+6.8% | $86,581+22.1% | $147,585-28.4% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 20.25% | 1312.70%-1292.5pp | 965.06%-944.8pp | 578.58%-558.3pp |
| Employer contribution / active EE | $2,328 | $3,132-25.7% | $2,840-18.0% | $4,876-52.3% |
| Participant deferral / active EE | $8,204 | $3,972+106.5% | $3,609+127.3% | $5,439+50.8% |
| Admin fee / account holder | $19 | $5,709-99.7% | $4,904-99.6% | $10,886-99.8% |