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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 | $139,844 | $217,432-35.7% | $185,849-24.8% | $167,536-16.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.54% | 148.42%-129.9pp | 122.10%-103.6pp | 478.82%-460.3pp |
| Employer contribution / active EE | $7,437 | $5,875+26.6% | $5,169+43.9% | $4,839+53.7% |
| Participant deferral / active EE | $8,800 | $6,357+38.4% | $5,569+58.0% | $6,342+38.8% |
| Admin fee / account holder | $89 | $19,818-99.5% | $16,244-99.5% | $12,315-99.3% |