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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 | $55,269 | $209,422-73.6% | $178,503-69.0% | $158,982-65.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.10% | 188.81%-178.7pp | 151.12%-141.0pp | 302.99%-292.9pp |
| Employer contribution / active EE | $7,367 | $5,707+29.1% | $5,011+47.0% | $4,763+54.7% |
| Participant deferral / active EE | $7,800 | $5,955+31.0% | $5,202+49.9% | $5,983+30.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |