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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 | $111,010 | $100,938+10.0% | $90,461+22.7% | $158,982-30.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 18.23% | 1727.20%-1709.0pp | 1294.76%-1276.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $3,005 | $3,691-18.6% | $3,264-7.9% | $4,763-36.9% |
| Participant deferral / active EE | $9,969 | $4,350+129.2% | $3,964+151.5% | $5,983+66.6% |
| Admin fee / account holder | $242 | $6,510-96.3% | $5,617-95.7% | $11,252-97.8% |