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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 | $66,964 | $102,828-34.9% | $105,387-36.5% | $152,909-56.2% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.6%+11.9pp | 82.5%+12.0pp |
| Annual return | 167.22% | 20.85%+146.4pp | 26.82%+140.4pp | 345.46%-178.2pp |
| Employer contribution / active EE | $4,913 | $4,473+9.8% | $4,213+16.6% | $4,764+3.1% |
| Participant deferral / active EE | $8,464 | $5,465+54.9% | $5,502+53.8% | $5,851+44.6% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |