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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 | $41,885 | $209,422-80.0% | $178,503-76.5% | $158,982-73.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 32.75% | 188.81%-156.1pp | 151.12%-118.4pp | 302.99%-270.2pp |
| Employer contribution / active EE | $3,510 | $5,707-38.5% | $5,011-30.0% | $4,763-26.3% |
| Participant deferral / active EE | $13,100 | $5,955+120.0% | $5,202+151.8% | $5,983+118.9% |
| Admin fee / account holder | $177 | $17,079-99.0% | $13,987-98.7% | $11,252-98.4% |