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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 | $69,893 | $107,368-34.9% | $92,915-24.8% | $152,909-54.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 207.91% | 145.64%+62.3pp | 109.45%+98.5pp | 345.46%-137.6pp |
| Employer contribution / active EE | $8,104 | $4,222+91.9% | $3,653+121.8% | $4,764+70.1% |
| Participant deferral / active EE | $4,801 | $4,848-1.0% | $4,238+13.3% | $5,851-18.0% |
| Admin fee / account holder | $14 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |