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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 | $71,030 | $198,457-64.2% | $170,435-58.3% | $147,586-51.9% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 10.91% | 257.30%-246.4pp | 205.94%-195.0pp | 578.59%-567.7pp |
| Employer contribution / active EE | $9,178 | $6,183+48.4% | $5,432+68.9% | $4,876+88.2% |
| Participant deferral / active EE | $4,590 | $5,629-18.5% | $4,939-7.1% | $5,439-15.6% |
| Admin fee / account holder | $34 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |