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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 | $63,341 | $198,457-68.1% | $170,435-62.8% | $147,586-57.1% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 21.53% | 257.30%-235.8pp | 205.94%-184.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $9,917 | $6,183+60.4% | $5,432+82.5% | $4,876+103.4% |
| Participant deferral / active EE | $3,732 | $5,629-33.7% | $4,939-24.5% | $5,439-31.4% |
| Admin fee / account holder | $75 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |