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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 | $91,218 | $99,011-7.9% | $86,582+5.4% | $147,586-38.2% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 22.85% | 1312.75%-1289.9pp | 965.08%-942.2pp | 578.59%-555.7pp |
| Employer contribution / active EE | $5,210 | $3,132+66.3% | $2,839+83.5% | $4,876+6.8% |
| Participant deferral / active EE | $8,575 | $3,972+115.9% | $3,609+137.6% | $5,439+57.7% |
| Admin fee / account holder | $250 | $5,709-95.6% | $4,904-94.9% | $10,886-97.7% |