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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 | $81,538 | $209,425-61.1% | $178,499-54.3% | $158,966-48.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.12% | 188.80%-172.7pp | 151.10%-135.0pp | 302.95%-286.8pp |
| Employer contribution / active EE | $11,204 | $5,707+96.3% | $5,011+123.6% | $4,762+135.2% |
| Participant deferral / active EE | $6,963 | $5,955+16.9% | $5,202+33.8% | $5,983+16.4% |
| Admin fee / account holder | $58 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |