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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 | $119,747 | $90,530+32.3% | $76,030+57.5% | $145,897-17.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 15.12% | 625.08%-610.0pp | 361.54%-346.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $4,690 | $3,319+41.3% | $2,688+74.5% | $4,663+0.6% |
| Participant deferral / active EE | $11,292 | $5,164+118.7% | $4,257+165.3% | $6,689+68.8% |
| Admin fee / account holder | $285 | $8,383-96.6% | $6,421-95.6% | $13,390-97.9% |