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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 | $70,880 | $100,895-29.7% | $90,430-21.6% | $158,950-55.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 24.76% | 1725.54%-1700.8pp | 1293.73%-1269.0pp | 302.91%-278.2pp |
| Employer contribution / active EE | $4,868 | $3,689+32.0% | $3,262+49.2% | $4,762+2.2% |
| Participant deferral / active EE | $9,953 | $4,347+128.9% | $3,963+151.2% | $5,983+66.4% |
| Admin fee / account holder | $7 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |