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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 | $46,580 | $168,635-72.4% | $147,617-68.4% | $125,389-62.9% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | 182.48% | 77.65%+104.8pp | 61.98%+120.5pp | 282.24%-99.8pp |
| Employer contribution / active EE | $6,208 | $6,252-0.7% | $5,564+11.6% | $4,866+27.6% |
| Participant deferral / active EE | $6,962 | $5,507+26.4% | $4,895+42.2% | $5,352+30.1% |
| Admin fee / account holder | $234 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |