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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 | $68,772 | $209,422-67.2% | $178,503-61.5% | $158,982-56.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.19% | 188.81%-167.6pp | 151.12%-129.9pp | 302.99%-281.8pp |
| Employer contribution / active EE | $9,053 | $5,707+58.6% | $5,011+80.7% | $4,763+90.1% |
| Participant deferral / active EE | $4,462 | $5,955-25.1% | $5,202-14.2% | $5,983-25.4% |
| Admin fee / account holder | $84 | $17,079-99.5% | $13,987-99.4% | $11,252-99.3% |