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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 | $42,096 | $165,399-74.5% | $149,745-71.9% | $158,982-73.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 98.99% | 348.34%-249.3pp | 276.72%-177.7pp | 302.99%-204.0pp |
| Employer contribution / active EE | $5,803 | $5,105+13.7% | $4,646+24.9% | $4,763+21.8% |
| Participant deferral / active EE | $14,059 | $7,183+95.7% | $6,843+105.5% | $5,983+135.0% |
| Admin fee / account holder | $83 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |