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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 | $62,359 | $159,978-61.0% | $147,041-57.6% | $145,978-57.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 112.84% | 98.36%+14.5pp | 419.21%-306.4pp | 550.52%-437.7pp |
| Employer contribution / active EE | $11,124 | $5,288+110.4% | $4,935+125.4% | $4,662+138.6% |
| Participant deferral / active EE | $9,983 | $8,429+18.4% | $8,071+23.7% | $6,690+49.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |