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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 | $108,006 | $57,330+88.4% | $86,656+24.6% | $75,177+43.7% |
| Participation rate | 81.1% | 63.2%+17.9pp | 71.7%+9.4pp | 67.2%+13.9pp |
| Annual return | 15.38% | 2675.40%-2660.0pp | 593.09%-577.7pp | 160.75%-145.4pp |
| Employer contribution / active EE | $2,977 | $2,316+28.5% | $3,025-1.6% | $2,671+11.4% |
| Participant deferral / active EE | $4,847 | $3,320+46.0% | $4,439+9.2% | $4,126+17.5% |
| Admin fee / account holder | $6 | $4,115-99.9% | $5,619-99.9% | $5,651-99.9% |