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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 | $95,397 | $171,867-44.5% | $149,716-36.3% | $147,585-35.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 18.65% | 2113.36%-2094.7pp | 1501.67%-1483.0pp | 578.58%-559.9pp |
| Employer contribution / active EE | $5,226 | $6,275-16.7% | $5,444-4.0% | $4,876+7.2% |
| Participant deferral / active EE | $5,693 | $7,270-21.7% | $6,568-13.3% | $5,439+4.7% |
| Admin fee / account holder | $166 | $13,799-98.8% | $11,282-98.5% | $10,886-98.5% |