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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 | $90,174 | $171,867-47.5% | $149,716-39.8% | $147,585-38.9% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 21.56% | 2113.36%-2091.8pp | 1501.67%-1480.1pp | 578.58%-557.0pp |
| Employer contribution / active EE | $4,052 | $6,275-35.4% | $5,444-25.6% | $4,876-16.9% |
| Participant deferral / active EE | $9,881 | $7,270+35.9% | $6,568+50.4% | $5,439+81.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |