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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 | $98,657 | $100,895-2.2% | $90,430+9.1% | $158,950-37.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 13.81% | 1725.54%-1711.7pp | 1293.73%-1279.9pp | 302.91%-289.1pp |
| Employer contribution / active EE | $2,815 | $3,689-23.7% | $3,262-13.7% | $4,762-40.9% |
| Participant deferral / active EE | $6,701 | $4,347+54.1% | $3,963+69.1% | $5,983+12.0% |
| Admin fee / account holder | $172 | $6,505-97.3% | $5,613-96.9% | $11,248-98.5% |