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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 | $63,646 | $209,422-69.6% | $178,503-64.3% | $158,982-60.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.92% | 188.81%-168.9pp | 151.12%-131.2pp | 302.99%-283.1pp |
| Employer contribution / active EE | $2,002 | $5,707-64.9% | $5,011-60.0% | $4,763-58.0% |
| Participant deferral / active EE | $6,739 | $5,955+13.2% | $5,202+29.5% | $5,983+12.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |