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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 | $84,530 | $198,462-57.4% | $170,439-50.4% | $147,585-42.7% |
| Participation rate | 81.8% | 88.0%-6.2pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 46.06% | 257.30%-211.2pp | 205.94%-159.9pp | 578.58%-532.5pp |
| Employer contribution / active EE | $27,447 | $6,184+343.9% | $5,433+405.2% | $4,876+462.9% |
| Participant deferral / active EE | $14,170 | $5,629+151.7% | $4,939+186.9% | $5,439+160.5% |
| Admin fee / account holder | $3 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |