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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 | $86,124 | $138,102-37.6% | $125,381-31.3% | $134,532-36.0% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | 1798.85% | 750.73%+1048.1pp | 572.31%+1226.5pp | 418.27%+1380.6pp |
| Employer contribution / active EE | $4,700 | $5,245-10.4% | $4,815-2.4% | $4,741-0.9% |
| Participant deferral / active EE | $10,097 | $7,801+29.4% | $7,448+35.6% | $6,401+57.7% |
| Admin fee / account holder | $244 | $11,568-97.9% | $10,007-97.6% | $11,429-97.9% |