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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 | $107,415 | $198,457-45.9% | $170,435-37.0% | $147,586-27.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.23% | 257.30%-240.1pp | 205.94%-188.7pp | 578.59%-561.4pp |
| Employer contribution / active EE | $10,576 | $6,183+71.0% | $5,432+94.7% | $4,876+116.9% |
| Participant deferral / active EE | $11,185 | $5,629+98.7% | $4,939+126.4% | $5,439+105.6% |
| Admin fee / account holder | $243 | $16,852-98.6% | $13,881-98.3% | $10,886-97.8% |