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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 | $81,439 | $160,070-49.1% | $147,117-44.6% | $145,897-44.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 60.89% | 98.69%-37.8pp | 420.54%-359.7pp | 552.29%-491.4pp |
| Employer contribution / active EE | $8,265 | $5,285+56.4% | $4,932+67.6% | $4,663+77.3% |
| Participant deferral / active EE | $13,587 | $8,419+61.4% | $8,065+68.5% | $6,689+103.1% |
| Admin fee / account holder | $203 | $15,035-98.6% | $12,993-98.4% | $13,390-98.5% |