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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 | $54,561 | $209,425-73.9% | $178,499-69.4% | $158,966-65.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.61% | 188.80%-163.2pp | 151.10%-125.5pp | 302.95%-277.3pp |
| Employer contribution / active EE | $9,132 | $5,707+60.0% | $5,011+82.2% | $4,762+91.8% |
| Participant deferral / active EE | $4,230 | $5,955-29.0% | $5,202-18.7% | $5,983-29.3% |
| Admin fee / account holder | $15 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |