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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 | $75,034 | $175,259-57.2% | $149,723-49.9% | $139,487-46.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.56% | 166.82%-146.3pp | 134.50%-113.9pp | 373.84%-353.3pp |
| Employer contribution / active EE | $21,263 | $5,478+288.1% | $4,821+341.0% | $4,755+347.2% |
| Participant deferral / active EE | $12,373 | $6,522+89.7% | $5,682+117.7% | $6,713+84.3% |
| Admin fee / account holder | $220 | $16,158-98.6% | $13,215-98.3% | $11,407-98.1% |