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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 | $29,758 | $138,114-78.5% | $125,391-76.3% | $134,545-77.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 473.50% | 750.88%-277.4pp | 572.41%-98.9pp | 418.37%+55.1pp |
| Employer contribution / active EE | $5,934 | $5,246+13.1% | $4,816+23.2% | $4,742+25.1% |
| Participant deferral / active EE | $11,831 | $7,801+51.7% | $7,448+58.8% | $6,401+84.8% |
| Admin fee / account holder | $63 | $11,570-99.5% | $10,009-99.4% | $11,431-99.4% |