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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 | $125,471 | $110,337+13.7% | $102,383+22.6% | $145,877-14.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 1338.03% | 24.83%+1313.2pp | 24.94%+1313.1pp | 551.28%+786.7pp |
| Employer contribution / active EE | $18,599 | $4,216+341.2% | $3,870+380.6% | $4,663+298.9% |
| Participant deferral / active EE | $2,361 | $5,621-58.0% | $5,060-53.3% | $6,691-64.7% |
| Admin fee / account holder | $206 | $9,750-97.9% | $8,391-97.5% | $13,402-98.5% |