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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 | $124,051 | $100,868+23.0% | $90,414+37.2% | $158,931-21.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 27.90% | 1724.58%-1696.7pp | 1293.19%-1265.3pp | 302.86%-275.0pp |
| Employer contribution / active EE | $6,786 | $3,689+83.9% | $3,262+108.0% | $4,761+42.5% |
| Participant deferral / active EE | $8,292 | $4,348+90.7% | $3,963+109.2% | $5,982+38.6% |
| Admin fee / account holder | $8 | $6,502-99.9% | $5,611-99.9% | $11,247-99.9% |