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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 | $143,183 | $209,425-31.6% | $178,499-19.8% | $158,966-9.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 68.21% | 188.80%-120.6pp | 151.10%-82.9pp | 302.95%-234.7pp |
| Employer contribution / active EE | $10,900 | $5,707+91.0% | $5,011+117.5% | $4,762+128.9% |
| Participant deferral / active EE | $8,691 | $5,955+45.9% | $5,202+67.1% | $5,983+45.3% |
| Admin fee / account holder | $54 | $17,078-99.7% | $13,986-99.6% | $11,250-99.5% |