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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 | $79,467 | $217,432-63.5% | $185,851-57.2% | $167,553-52.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.52% | 148.43%-135.9pp | 122.11%-109.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $8,614 | $5,874+46.6% | $5,168+66.7% | $4,840+78.0% |
| Participant deferral / active EE | $4,318 | $6,357-32.1% | $5,569-22.5% | $6,343-31.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |