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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 | $212,290 | $109,872+93.2% | $98,483+115.6% | $167,536+26.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 13.34% | 1959.31%-1946.0pp | 1494.38%-1481.0pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,890 | $3,225-10.4% | $2,961-2.4% | $4,839-40.3% |
| Participant deferral / active EE | $8,884 | $4,673+90.1% | $4,276+107.7% | $6,342+40.1% |
| Admin fee / account holder | $26 | $6,757-99.6% | $5,953-99.6% | $12,315-99.8% |