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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 | $48,698 | $209,425-76.7% | $178,499-72.7% | $158,966-69.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.88% | 188.80%-174.9pp | 151.10%-137.2pp | 302.95%-289.1pp |
| Employer contribution / active EE | $10,803 | $5,707+89.3% | $5,011+115.6% | $4,762+126.8% |
| Participant deferral / active EE | $5,408 | $5,955-9.2% | $5,202+4.0% | $5,983-9.6% |
| Admin fee / account holder | $13 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |