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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 | $46,062 | $108,897-57.7% | $100,378-54.1% | $145,877-68.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 567.76% | 58.17%+509.6pp | 49.41%+518.3pp | 551.28%+16.5pp |
| Employer contribution / active EE | $4,983 | $4,420+12.7% | $3,942+26.4% | $4,663+6.9% |
| Participant deferral / active EE | $11,258 | $8,455+33.2% | $8,087+39.2% | $6,691+68.3% |
| Admin fee / account holder | $179 | $9,690-98.2% | $7,899-97.7% | $13,402-98.7% |