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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 | $45,907 | $209,422-78.1% | $178,503-74.3% | $158,982-71.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.42% | 188.81%-162.4pp | 151.12%-124.7pp | 302.99%-276.6pp |
| Employer contribution / active EE | $10,672 | $5,707+87.0% | $5,011+113.0% | $4,763+124.1% |
| Participant deferral / active EE | $5,590 | $5,955-6.1% | $5,202+7.5% | $5,983-6.6% |
| Admin fee / account holder | $8 | $17,079-100.0% | $13,987-99.9% | $11,252-99.9% |