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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 | $108,911-57.7% | $100,392-54.1% | $145,884-68.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 567.76% | 58.23%+509.5pp | 49.45%+518.3pp | 551.85%+15.9pp |
| Employer contribution / active EE | $4,983 | $4,420+12.7% | $3,941+26.4% | $4,662+6.9% |
| Participant deferral / active EE | $11,258 | $8,459+33.1% | $8,090+39.2% | $6,690+68.3% |
| Admin fee / account holder | $179 | $9,698-98.2% | $7,904-97.7% | $13,392-98.7% |