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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 | $34,070 | $183,988-81.5% | $162,177-79.0% | $152,897-77.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.5%+11.3pp |
| Annual return | 25.14% | 150.79%-125.6pp | 115.60%-90.5pp | 345.43%-320.3pp |
| Employer contribution / active EE | $5,095 | $6,370-20.0% | $5,613-9.2% | $4,764+7.0% |
| Participant deferral / active EE | $4,792 | $8,032-40.3% | $7,297-34.3% | $5,851-18.1% |
| Admin fee / account holder | $262 | $13,123-98.0% | $10,843-97.6% | $11,599-97.7% |