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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 | $81,918 | $175,231-53.3% | $149,696-45.3% | $139,466-41.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 22.12% | 166.77%-144.6pp | 134.46%-112.3pp | 373.66%-351.5pp |
| Employer contribution / active EE | $7,229 | $5,478+32.0% | $4,821+50.0% | $4,754+52.1% |
| Participant deferral / active EE | $10,640 | $6,521+63.2% | $5,682+87.3% | $6,712+58.5% |
| Admin fee / account holder | $136 | $16,155-99.2% | $13,212-99.0% | $11,409-98.8% |