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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 | $60,139 | $209,425-71.3% | $178,499-66.3% | $158,966-62.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.50% | 188.80%-162.3pp | 151.10%-124.6pp | 302.95%-276.4pp |
| Employer contribution / active EE | $9,841 | $5,707+72.4% | $5,011+96.4% | $4,762+106.6% |
| Participant deferral / active EE | $6,809 | $5,955+14.3% | $5,202+30.9% | $5,983+13.8% |
| Admin fee / account holder | $150 | $17,078-99.1% | $13,986-98.9% | $11,250-98.7% |