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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 | $104,313 | $102,595+1.7% | $94,057+10.9% | $154,746-32.6% |
| Participation rate | 94.1% | 76.0%+18.1pp | 73.3%+20.8pp | 80.7%+13.4pp |
| Annual return | 15.28% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,923 | $3,147-7.1% | $2,933-0.3% | $4,379-33.3% |
| Participant deferral / active EE | $9,686 | $5,118+89.3% | $4,709+105.7% | $6,730+43.9% |
| Admin fee / account holder | $259 | $7,736-96.7% | $7,244-96.4% | $14,365-98.2% |