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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 | $80,971 | $209,422-61.3% | $178,503-54.6% | $158,982-49.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.67% | 188.81%-166.1pp | 151.12%-128.4pp | 302.99%-280.3pp |
| Employer contribution / active EE | $12,213 | $5,707+114.0% | $5,011+143.7% | $4,763+156.4% |
| Participant deferral / active EE | $5,856 | $5,955-1.7% | $5,202+12.6% | $5,983-2.1% |
| Admin fee / account holder | $211 | $17,079-98.8% | $13,987-98.5% | $11,252-98.1% |