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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 | $105,682 | $77,157+37.0% | $108,405-2.5% | $85,851+23.1% |
| Participation rate | 92.2% | 74.7%+17.5pp | 80.1%+12.0pp | 69.3%+22.9pp |
| Annual return | 17.85% | 44.55%-26.7pp | 905.55%-887.7pp | 318.63%-300.8pp |
| Employer contribution / active EE | $5,035 | $2,379+111.6% | $3,559+41.5% | $2,565+96.3% |
| Participant deferral / active EE | $7,580 | $5,567+36.2% | $6,563+15.5% | $3,952+91.8% |
| Admin fee / account holder | $11 | $5,174-99.8% | $7,297-99.8% | $6,261-99.8% |