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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 | $163,601 | $97,732+67.4% | $83,831+95.2% | $135,380+20.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 9.01% | 1287.56%-1278.5pp | 850.99%-842.0pp | 519.81%-510.8pp |
| Employer contribution / active EE | $1,180 | $4,222-72.0% | $3,631-67.5% | $4,779-75.3% |
| Participant deferral / active EE | $1,258 | $4,683-73.1% | $4,082-69.2% | $5,609-77.6% |
| Admin fee / account holder | $58 | $6,675-99.1% | $5,479-98.9% | $10,828-99.5% |