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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 | $77,857 | $148,629-47.6% | $135,982-42.7% | $139,487-44.2% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 145.20% | 79.33%+65.9pp | 68.32%+76.9pp | 373.84%-228.6pp |
| Employer contribution / active EE | $5,137 | $5,247-2.1% | $4,859+5.7% | $4,755+8.0% |
| Participant deferral / active EE | $9,836 | $8,102+21.4% | $7,760+26.8% | $6,713+46.5% |
| Admin fee / account holder | $134 | $12,406-98.9% | $10,767-98.8% | $11,407-98.8% |