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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 | $100,935 | $144,130-30.0% | $117,860-14.4% | $147,585-31.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 20.67% | 531.20%-510.5pp | 335.10%-314.4pp | 578.58%-557.9pp |
| Employer contribution / active EE | $11,532 | $4,897+135.5% | $3,786+204.6% | $4,876+136.5% |
| Participant deferral / active EE | $6,540 | $5,316+23.0% | $4,482+45.9% | $5,439+20.3% |
| Admin fee / account holder | $8 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |