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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 | $85,956 | $185,856-53.8% | $170,028-49.4% | $139,456-38.4% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 735.44% | 60.52%+674.9pp | 53.39%+682.0pp | 373.45%+362.0pp |
| Employer contribution / active EE | $5,908 | $7,593-22.2% | $6,788-13.0% | $4,753+24.3% |
| Participant deferral / active EE | $13,559 | $11,623+16.7% | $10,409+30.3% | $6,711+102.0% |
| Admin fee / account holder | $297 | $15,387-98.1% | $12,820-97.7% | $11,407-97.4% |