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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 | $102,298 | $121,656-15.9% | $104,614-2.2% | $158,950-35.6% |
| Participation rate | 95.2% | 77.5%+17.7pp | 74.1%+21.2pp | 82.0%+13.3pp |
| Annual return | 47.57% | 465.51%-417.9pp | 340.56%-293.0pp | 302.91%-255.3pp |
| Employer contribution / active EE | $2,790 | $3,164-11.8% | $2,681+4.1% | $4,762-41.4% |
| Participant deferral / active EE | $5,959 | $4,177+42.6% | $3,739+59.4% | $5,983-0.4% |
| Admin fee / account holder | $56 | $7,775-99.3% | $6,464-99.1% | $11,248-99.5% |