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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 | $23,616 | $175,259-86.5% | $149,723-84.2% | $139,487-83.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 26.70% | 166.82%-140.1pp | 134.50%-107.8pp | 373.84%-347.1pp |
| Employer contribution / active EE | $6,708 | $5,478+22.4% | $4,821+39.1% | $4,755+41.1% |
| Participant deferral / active EE | $3,058 | $6,522-53.1% | $5,682-46.2% | $6,713-54.4% |
| Admin fee / account holder | $65 | $16,158-99.6% | $13,215-99.5% | $11,407-99.4% |