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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 | $124,511 | $209,405-40.5% | $178,486-30.2% | $158,931-21.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.67% | 188.77%-172.1pp | 151.08%-134.4pp | 302.86%-286.2pp |
| Employer contribution / active EE | $7,809 | $5,707+36.8% | $5,011+55.9% | $4,761+64.0% |
| Participant deferral / active EE | $4,972 | $5,954-16.5% | $5,202-4.4% | $5,982-16.9% |
| Admin fee / account holder | $19 | $17,076-99.9% | $13,985-99.9% | $11,247-99.8% |