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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 | $110,356 | $175,259-37.0% | $149,723-26.3% | $139,487-20.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.80% | 166.82%-148.0pp | 134.50%-115.7pp | 373.84%-355.0pp |
| Employer contribution / active EE | $17,772 | $5,478+224.4% | $4,821+268.6% | $4,755+273.8% |
| Participant deferral / active EE | $14,470 | $6,522+121.9% | $5,682+154.6% | $6,713+115.6% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |