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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 | $60,352 | $185,883-67.5% | $170,043-64.5% | $139,466-56.7% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 296.72% | 60.54%+236.2pp | 53.40%+243.3pp | 373.66%-76.9pp |
| Employer contribution / active EE | $3,880 | $7,596-48.9% | $6,790-42.9% | $4,754-18.4% |
| Participant deferral / active EE | $5,208 | $11,626-55.2% | $10,410-50.0% | $6,712-22.4% |
| Admin fee / account holder | $103 | $15,393-99.3% | $12,824-99.2% | $11,409-99.1% |