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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 | $225,154 | $121,701+85.0% | $104,639+115.2% | $158,982+41.6% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 27.70% | 465.72%-438.0pp | 340.67%-313.0pp | 302.99%-275.3pp |
| Employer contribution / active EE | $4,718 | $3,165+49.1% | $2,682+75.9% | $4,763-0.9% |
| Participant deferral / active EE | $5,491 | $4,176+31.5% | $3,738+46.9% | $5,983-8.2% |
| Admin fee / account holder | $259 | $7,778-96.7% | $6,465-96.0% | $11,252-97.7% |