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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 | $36,072 | $198,457-81.8% | $170,435-78.8% | $147,586-75.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.75% | 257.30%-241.6pp | 205.94%-190.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $11,495 | $6,183+85.9% | $5,432+111.6% | $4,876+135.7% |
| Participant deferral / active EE | $6,952 | $5,629+23.5% | $4,939+40.7% | $5,439+27.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |