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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 | $82,201 | $198,457-58.6% | $170,435-51.8% | $147,586-44.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.20% | 257.30%-237.1pp | 205.94%-185.7pp | 578.59%-558.4pp |
| Employer contribution / active EE | $9,195 | $6,183+48.7% | $5,432+69.3% | $4,876+88.6% |
| Participant deferral / active EE | $9,326 | $5,629+65.7% | $4,939+88.8% | $5,439+71.5% |
| Admin fee / account holder | $300 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |