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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 | $93,449 | $172,111-45.7% | $150,298-37.8% | $137,256-31.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 310.39% | 69.37%+241.0pp | 62.79%+247.6pp | 220.34%+90.0pp |
| Employer contribution / active EE | $1,411 | $4,636-69.6% | $4,154-66.0% | $4,156-66.0% |
| Participant deferral / active EE | $9,773 | $6,166+58.5% | $5,453+79.2% | $6,407+52.5% |
| Admin fee / account holder | $101 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |