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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 | $36,199 | $148,623-75.6% | $135,974-73.4% | $139,466-74.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 38.41% | 79.30%-40.9pp | 68.30%-29.9pp | 373.66%-335.3pp |
| Employer contribution / active EE | $7,541 | $5,246+43.7% | $4,859+55.2% | $4,754+58.6% |
| Participant deferral / active EE | $12,105 | $8,103+49.4% | $7,760+56.0% | $6,712+80.4% |
| Admin fee / account holder | $210 | $12,406-98.3% | $10,767-98.1% | $11,409-98.2% |