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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 | $130,836 | $72,071+81.5% | $68,368+91.4% | $137,256-4.7% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 14.28% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,434 | $2,788+130.8% | $2,649+142.9% | $4,156+54.8% |
| Participant deferral / active EE | $7,994 | $4,410+81.3% | $4,123+93.9% | $6,407+24.8% |
| Admin fee / account holder | $63 | $5,336-98.8% | $5,150-98.8% | $12,270-99.5% |