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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 | $70,910 | $198,457-64.3% | $170,435-58.4% | $147,586-52.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.51% | 257.30%-240.8pp | 205.94%-189.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $9,738 | $6,183+57.5% | $5,432+79.3% | $4,876+99.7% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $90 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |