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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 | $34,202 | $198,457-82.8% | $170,435-79.9% | $147,586-76.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.77% | 257.30%-239.5pp | 205.94%-188.2pp | 578.59%-560.8pp |
| Employer contribution / active EE | $8,704 | $6,183+40.8% | $5,432+60.2% | $4,876+78.5% |
| Participant deferral / active EE | $11,985 | $5,629+112.9% | $4,939+142.6% | $5,439+120.4% |
| Admin fee / account holder | $163 | $16,852-99.0% | $13,881-98.8% | $10,886-98.5% |