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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 | $69,510 | $84,685-17.9% | $73,836-5.9% | $125,389-44.6% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | 1373.50% | 3123.80%-1750.3pp | 2268.06%-894.6pp | 282.24%+1091.3pp |
| Employer contribution / active EE | $5,167 | $3,123+65.4% | $2,787+85.4% | $4,866+6.2% |
| Participant deferral / active EE | $10,550 | $3,993+164.2% | $3,583+194.4% | $5,352+97.1% |
| Admin fee / account holder | $256 | $5,694-95.5% | $4,882-94.8% | $9,541-97.3% |