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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 | $103,085 | $198,461-48.1% | $170,436-39.5% | $147,585-30.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.33% | 257.30%-237.0pp | 205.94%-185.6pp | 578.57%-558.2pp |
| Employer contribution / active EE | $7,233 | $6,184+17.0% | $5,433+33.1% | $4,876+48.3% |
| Participant deferral / active EE | $5,658 | $5,629+0.5% | $4,939+14.6% | $5,439+4.0% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |