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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 | $37,920 | $159,978-76.3% | $147,041-74.2% | $145,978-74.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 117.36% | 98.36%+19.0pp | 419.21%-301.9pp | 550.52%-433.2pp |
| Employer contribution / active EE | $6,003 | $5,288+13.5% | $4,935+21.6% | $4,662+28.8% |
| Participant deferral / active EE | $14,752 | $8,429+75.0% | $8,071+82.8% | $6,690+120.5% |
| Admin fee / account holder | $145 | $15,053-99.0% | $13,006-98.9% | $13,400-98.9% |