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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 | $97,773 | $121,656-19.6% | $104,614-6.5% | $158,950-38.5% |
| Participation rate | 92.9% | 77.5%+15.3pp | 74.1%+18.8pp | 82.0%+10.9pp |
| Annual return | 16.61% | 465.51%-448.9pp | 340.56%-323.9pp | 302.91%-286.3pp |
| Employer contribution / active EE | $5,299 | $3,164+67.5% | $2,681+97.6% | $4,762+11.3% |
| Participant deferral / active EE | $5,861 | $4,177+40.3% | $3,739+56.8% | $5,983-2.0% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |