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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 | $80,228 | $99,009-19.0% | $86,581-7.3% | $147,585-45.6% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 20.27% | 1312.70%-1292.4pp | 965.06%-944.8pp | 578.58%-558.3pp |
| Employer contribution / active EE | $3,152 | $3,132+0.6% | $2,840+11.0% | $4,876-35.4% |
| Participant deferral / active EE | $7,087 | $3,972+78.4% | $3,609+96.4% | $5,439+30.3% |
| Admin fee / account holder | $169 | $5,709-97.0% | $4,904-96.6% | $10,886-98.5% |