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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 | $63,318 | $209,422-69.8% | $178,503-64.5% | $158,982-60.2% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 19.18% | 188.81%-169.6pp | 151.12%-131.9pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,960 | $5,707-48.1% | $5,011-40.9% | $4,763-37.8% |
| Participant deferral / active EE | $6,248 | $5,955+4.9% | $5,202+20.1% | $5,983+4.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |