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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 | $77,001 | $148,623-48.2% | $135,974-43.4% | $139,466-44.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 38.75% | 79.30%-40.5pp | 68.30%-29.6pp | 373.66%-334.9pp |
| Employer contribution / active EE | $6,207 | $5,246+18.3% | $4,859+27.8% | $4,754+30.6% |
| Participant deferral / active EE | $20,440 | $8,103+152.3% | $7,760+163.4% | $6,712+204.5% |
| Admin fee / account holder | $240 | $12,406-98.1% | $10,767-97.8% | $11,409-97.9% |