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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 | $77,078 | $168,635-54.3% | $147,617-47.8% | $125,389-38.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 156.89% | 77.65%+79.2pp | 61.98%+94.9pp | 282.24%-125.3pp |
| Employer contribution / active EE | $6,552 | $6,252+4.8% | $5,564+17.7% | $4,866+34.6% |
| Participant deferral / active EE | $7,669 | $5,507+39.3% | $4,895+56.7% | $5,352+43.3% |
| Admin fee / account holder | $299 | $13,580-97.8% | $11,612-97.4% | $9,541-96.9% |