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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 | $60,665 | $108,912-44.3% | $100,383-39.6% | $145,959-58.4% |
| Participation rate | 95.7% | 83.0%+12.7pp | 81.5%+14.2pp | 80.3%+15.4pp |
| Annual return | 139.15% | 57.96%+81.2pp | 49.26%+89.9pp | 561.95%-422.8pp |
| Employer contribution / active EE | $3,615 | $4,423-18.3% | $3,944-8.3% | $4,661-22.4% |
| Participant deferral / active EE | $10,230 | $8,451+21.0% | $8,086+26.5% | $6,689+52.9% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |