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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 | $57,316 | $183,516-68.8% | $155,534-63.1% | $145,884-60.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.39% | 61.43%-41.0pp | 64.92%-44.5pp | 551.85%-531.5pp |
| Employer contribution / active EE | $6,826 | $5,315+28.4% | $4,675+46.0% | $4,662+46.4% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,630+308.5% | $6,690+243.8% |
| Admin fee / account holder | $180 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |