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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 | $148,558-47.6% | $135,925-42.7% | $139,427-44.2% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 145.20% | 79.22%+66.0pp | 68.25%+76.9pp | 373.27%-228.1pp |
| Employer contribution / active EE | $5,137 | $5,244-2.0% | $4,857+5.8% | $4,752+8.1% |
| Participant deferral / active EE | $9,836 | $8,101+21.4% | $7,759+26.8% | $6,711+46.6% |
| Admin fee / account holder | $134 | $12,401-98.9% | $10,764-98.8% | $11,404-98.8% |