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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 | $107,094 | $88,702+20.7% | $81,780+31.0% | $145,978-26.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.17% | 1029.12%-1012.0pp | 776.27%-759.1pp | 550.52%-533.4pp |
| Employer contribution / active EE | $3,163 | $3,084+2.5% | $2,914+8.5% | $4,662-32.2% |
| Participant deferral / active EE | $8,774 | $4,645+88.9% | $4,321+103.1% | $6,690+31.2% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |