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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 | $90,408 | $217,432-58.4% | $185,851-51.4% | $167,553-46.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.46% | 148.43%-136.0pp | 122.11%-109.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $15,224 | $5,874+159.1% | $5,168+194.5% | $4,840+214.6% |
| Participant deferral / active EE | $13,539 | $6,357+113.0% | $5,569+143.1% | $6,343+113.5% |
| Admin fee / account holder | $42 | $19,820-99.8% | $16,245-99.7% | $12,316-99.7% |