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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 | $80,431 | $217,432-63.0% | $185,851-56.7% | $167,553-52.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.97% | 148.43%-126.5pp | 122.11%-100.1pp | 478.89%-456.9pp |
| Employer contribution / active EE | $50,488 | $5,874+759.4% | $5,168+876.8% | $4,840+943.2% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,343+309.9% |
| Admin fee / account holder | $259 | $19,820-98.7% | $16,245-98.4% | $12,316-97.9% |