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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 | $35,163 | $172,111-79.6% | $150,298-76.6% | $137,256-74.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 232.09% | 69.37%+162.7pp | 62.79%+169.3pp | 220.34%+11.8pp |
| Employer contribution / active EE | $6,713 | $4,636+44.8% | $4,154+61.6% | $4,156+61.5% |
| Participant deferral / active EE | $9,250 | $6,166+50.0% | $5,453+69.6% | $6,407+44.4% |
| Admin fee / account holder | $190 | $16,471-98.8% | $14,116-98.7% | $12,270-98.5% |