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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 | $31,336 | $157,276-80.1% | $141,177-77.8% | $152,885-79.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 246.59% | 64.33%+182.3pp | 71.40%+175.2pp | 345.39%-98.8pp |
| Employer contribution / active EE | $5,950 | $5,262+13.1% | $4,736+25.6% | $4,763+24.9% |
| Participant deferral / active EE | $7,685 | $7,110+8.1% | $6,710+14.5% | $5,851+31.3% |
| Admin fee / account holder | $90 | $12,123-99.3% | $10,263-99.1% | $11,598-99.2% |