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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 | $50,415 | $198,457-74.6% | $170,435-70.4% | $147,586-65.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 13.65% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-564.9pp |
| Employer contribution / active EE | $7,928 | $6,183+28.2% | $5,432+45.9% | $4,876+62.6% |
| Participant deferral / active EE | $4,224 | $5,629-25.0% | $4,939-14.5% | $5,439-22.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |