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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 | $61,201 | $217,432-71.9% | $185,849-67.1% | $167,536-63.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.02% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $11,419 | $5,875+94.4% | $5,169+120.9% | $4,839+136.0% |
| Participant deferral / active EE | $6,787 | $6,357+6.8% | $5,569+21.9% | $6,342+7.0% |
| Admin fee / account holder | $194 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |