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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 | $37,569 | $148,623-74.7% | $135,974-72.4% | $139,466-73.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 427.60% | 79.30%+348.3pp | 68.30%+359.3pp | 373.66%+53.9pp |
| Employer contribution / active EE | $6,598 | $5,246+25.8% | $4,859+35.8% | $4,754+38.8% |
| Participant deferral / active EE | $13,017 | $8,103+60.6% | $7,760+67.7% | $6,712+93.9% |
| Admin fee / account holder | $82 | $12,406-99.3% | $10,767-99.2% | $11,409-99.3% |