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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 | $29,860 | $105,145-71.6% | $94,664-68.5% | $139,466-78.6% |
| Participation rate | 94.4% | 82.4%+12.1pp | 80.8%+13.6pp | 80.3%+14.1pp |
| Annual return | 231.15% | 38.09%+193.1pp | 156.84%+74.3pp | 373.66%-142.5pp |
| Employer contribution / active EE | $4,655 | $4,107+13.3% | $3,673+26.7% | $4,754-2.1% |
| Participant deferral / active EE | $10,433 | $7,599+37.3% | $7,417+40.7% | $6,712+55.4% |
| Admin fee / account holder | $86 | $8,972-99.0% | $7,222-98.8% | $11,409-99.2% |