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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 | $51,746 | $175,259-70.5% | $149,723-65.4% | $139,487-62.9% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 730.23% | 166.82%+563.4pp | 134.50%+595.7pp | 373.84%+356.4pp |
| Employer contribution / active EE | $5,399 | $5,478-1.4% | $4,821+12.0% | $4,755+13.6% |
| Participant deferral / active EE | $4,665 | $6,522-28.5% | $5,682-17.9% | $6,713-30.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |