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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 | $35,892 | $160,040-77.6% | $147,096-75.6% | $145,877-75.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 20.20% | 98.49%-78.3pp | 419.75%-399.5pp | 551.28%-531.1pp |
| Employer contribution / active EE | $11,408 | $5,289+115.7% | $4,936+131.1% | $4,663+144.6% |
| Participant deferral / active EE | $14,575 | $8,429+72.9% | $8,071+80.6% | $6,691+117.8% |
| Admin fee / account holder | $4 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |