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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 | $93,107 | $198,462-53.1% | $170,439-45.4% | $147,585-36.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.88% | 257.30%-237.4pp | 205.94%-186.1pp | 578.58%-558.7pp |
| Employer contribution / active EE | $12,028 | $6,184+94.5% | $5,433+121.4% | $4,876+146.7% |
| Participant deferral / active EE | $9,320 | $5,629+65.5% | $4,939+88.7% | $5,439+71.4% |
| Admin fee / account holder | $100 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |