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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 | $150,816 | $209,425-28.0% | $178,499-15.5% | $158,966-5.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 45.48% | 188.80%-143.3pp | 151.10%-105.6pp | 302.95%-257.5pp |
| Employer contribution / active EE | $10,745 | $5,707+88.3% | $5,011+114.4% | $4,762+125.6% |
| Participant deferral / active EE | $11,818 | $5,955+98.5% | $5,202+127.2% | $5,983+97.5% |
| Admin fee / account holder | $262 | $17,078-98.5% | $13,986-98.1% | $11,250-97.7% |