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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 | $44,946 | $160,040-71.9% | $147,096-69.4% | $145,877-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.89% | 98.49%-78.6pp | 419.75%-399.9pp | 551.28%-531.4pp |
| Employer contribution / active EE | $7,664 | $5,289+44.9% | $4,936+55.3% | $4,663+64.4% |
| Participant deferral / active EE | $19,278 | $8,429+128.7% | $8,071+138.9% | $6,691+188.1% |
| Admin fee / account holder | $130 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |