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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 | $112,226 | $209,422-46.4% | $178,503-37.1% | $158,982-29.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.60% | 188.81%-176.2pp | 151.12%-138.5pp | 302.99%-290.4pp |
| Employer contribution / active EE | $7,344 | $5,707+28.7% | $5,011+46.6% | $4,763+54.2% |
| Participant deferral / active EE | $3,541 | $5,955-40.5% | $5,202-31.9% | $5,983-40.8% |
| Admin fee / account holder | $213 | $17,079-98.8% | $13,987-98.5% | $11,252-98.1% |