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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 | $62,441 | $165,361-62.2% | $149,715-58.3% | $158,950-60.7% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 783.30% | 348.24%+435.1pp | 276.66%+506.6pp | 302.91%+480.4pp |
| Employer contribution / active EE | $10,477 | $5,103+105.3% | $4,645+125.6% | $4,762+120.0% |
| Participant deferral / active EE | $13,355 | $7,182+86.0% | $6,842+95.2% | $5,983+123.2% |
| Admin fee / account holder | $293 | $10,808-97.3% | $9,310-96.8% | $11,248-97.4% |