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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 | $132,598 | $209,422-36.7% | $178,503-25.7% | $158,982-16.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.77% | 188.81%-166.0pp | 151.12%-128.3pp | 302.99%-280.2pp |
| Employer contribution / active EE | $7,519 | $5,707+31.8% | $5,011+50.0% | $4,763+57.9% |
| Participant deferral / active EE | $4,797 | $5,955-19.5% | $5,202-7.8% | $5,983-19.8% |
| Admin fee / account holder | $168 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |