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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 | $42,925 | $157,304-72.7% | $141,197-69.6% | $152,909-71.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 302.66% | 64.34%+238.3pp | 71.41%+231.3pp | 345.46%-42.8pp |
| Employer contribution / active EE | $5,663 | $5,263+7.6% | $4,736+19.6% | $4,764+18.9% |
| Participant deferral / active EE | $7,754 | $7,111+9.0% | $6,710+15.6% | $5,851+32.5% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |