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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 | $71,801 | $217,432-67.0% | $185,851-61.4% | $167,553-57.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.61% | 148.43%-130.8pp | 122.11%-104.5pp | 478.89%-461.3pp |
| Employer contribution / active EE | $9,926 | $5,874+69.0% | $5,168+92.0% | $4,840+105.1% |
| Participant deferral / active EE | $7,669 | $6,357+20.6% | $5,569+37.7% | $6,343+20.9% |
| Admin fee / account holder | $235 | $19,820-98.8% | $16,245-98.6% | $12,316-98.1% |