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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 | $73,066 | $127,387-42.6% | $115,038-36.5% | $125,389-41.7% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | 256.08% | 31.28%+224.8pp | 26.14%+229.9pp | 282.24%-26.2pp |
| Employer contribution / active EE | $23,034 | $5,166+345.9% | $4,608+399.9% | $4,866+373.4% |
| Participant deferral / active EE | $12,424 | $6,423+93.4% | $6,026+106.2% | $5,352+132.2% |
| Admin fee / account holder | $184 | $9,516-98.1% | $8,175-97.7% | $9,541-98.1% |