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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 | $51,715 | $209,422-75.3% | $178,503-71.0% | $158,982-67.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.73% | 188.81%-165.1pp | 151.12%-127.4pp | 302.99%-279.3pp |
| Employer contribution / active EE | $15,125 | $5,707+165.0% | $5,011+201.8% | $4,763+217.6% |
| Participant deferral / active EE | $5,802 | $5,955-2.6% | $5,202+11.5% | $5,983-3.0% |
| Admin fee / account holder | $18 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |