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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 | $197,210 | $121,701+62.0% | $104,639+88.5% | $158,982+24.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.25% | 465.72%-446.5pp | 340.67%-321.4pp | 302.99%-283.7pp |
| Employer contribution / active EE | $7,672 | $3,165+142.4% | $2,682+186.1% | $4,763+61.1% |
| Participant deferral / active EE | $5,571 | $4,176+33.4% | $3,738+49.1% | $5,983-6.9% |
| Admin fee / account holder | $103 | $7,778-98.7% | $6,465-98.4% | $11,252-99.1% |