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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 | $63,830 | $209,422-69.5% | $178,503-64.2% | $158,982-59.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.97% | 188.81%-173.8pp | 151.12%-136.1pp | 302.99%-288.0pp |
| Employer contribution / active EE | $25,925 | $5,707+354.3% | $5,011+417.3% | $4,763+444.3% |
| Participant deferral / active EE | $15,167 | $5,955+154.7% | $5,202+191.5% | $5,983+153.5% |
| Admin fee / account holder | $19 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |