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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 | $242,275 | $135,645+78.6% | $110,243+119.8% | $135,379+79.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | 31.84% | 513.24%-481.4pp | 314.76%-282.9pp | 519.79%-487.9pp |
| Employer contribution / active EE | $6,561 | $4,907+33.7% | $3,827+71.4% | $4,779+37.3% |
| Participant deferral / active EE | $9,167 | $5,507+66.5% | $4,672+96.2% | $5,609+63.4% |
| Admin fee / account holder | $87 | $11,458-99.2% | $8,548-99.0% | $10,828-99.2% |