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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 | $116,930 | $209,847-44.3% | $189,520-38.3% | $167,518-30.2% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 21.23% | 748.45%-727.2pp | 555.25%-534.0pp | 478.71%-457.5pp |
| Employer contribution / active EE | $2,749 | $6,913-60.2% | $6,161-55.4% | $4,838-43.2% |
| Participant deferral / active EE | $6,110 | $8,934-31.6% | $8,220-25.7% | $6,342-3.7% |
| Admin fee / account holder | $119 | $14,295-99.2% | $12,046-99.0% | $12,312-99.0% |