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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 | $70,892 | $132,634-46.6% | $115,768-38.8% | $137,256-48.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.98% | 160.70%-139.7pp | 100.46%-79.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $6,870 | $3,360+104.5% | $2,940+133.7% | $4,156+65.3% |
| Participant deferral / active EE | $15,505 | $5,619+176.0% | $4,917+215.4% | $6,407+142.0% |
| Admin fee / account holder | $46 | $15,028-99.7% | $12,439-99.6% | $12,270-99.6% |