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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 | $65,958 | $209,422-68.5% | $178,503-63.0% | $158,982-58.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 26.67% | 188.81%-162.1pp | 151.12%-124.4pp | 302.99%-276.3pp |
| Employer contribution / active EE | $14,599 | $5,707+155.8% | $5,011+191.3% | $4,763+206.5% |
| Participant deferral / active EE | $9,753 | $5,955+63.8% | $5,202+87.5% | $5,983+63.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |