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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 | $48,437 | $175,259-72.4% | $149,723-67.6% | $139,487-65.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.64% | 166.82%-145.2pp | 134.50%-112.9pp | 373.84%-352.2pp |
| Employer contribution / active EE | $9,414 | $5,478+71.8% | $4,821+95.3% | $4,755+98.0% |
| Participant deferral / active EE | $7,019 | $6,522+7.6% | $5,682+23.5% | $6,713+4.6% |
| Admin fee / account holder | $285 | $16,158-98.2% | $13,215-97.8% | $11,407-97.5% |