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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 | $44,472 | $209,428-78.8% | $178,498-75.1% | $158,950-72.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.27% | 188.78%-174.5pp | 151.09%-136.8pp | 302.91%-288.6pp |
| Employer contribution / active EE | $6,265 | $5,707+9.8% | $5,011+25.0% | $4,762+31.6% |
| Participant deferral / active EE | $3,183 | $5,955-46.5% | $5,202-38.8% | $5,983-46.8% |
| Admin fee / account holder | $155 | $17,077-99.1% | $13,985-98.9% | $11,248-98.6% |