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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 | $93,174 | $125,184-25.6% | $105,607-11.8% | $145,884-36.1% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 594.11% | 225.00%+369.1pp | 116.11%+478.0pp | 551.85%+42.3pp |
| Employer contribution / active EE | $3,895 | $3,720+4.7% | $3,167+23.0% | $4,662-16.5% |
| Participant deferral / active EE | $8,924 | $5,714+56.2% | $5,011+78.1% | $6,690+33.4% |
| Admin fee / account holder | $40 | $17,133-99.8% | $10,958-99.6% | $13,392-99.7% |