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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 | $40,090 | $209,428-80.9% | $178,498-77.5% | $158,950-74.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.74% | 188.78%-173.0pp | 151.09%-135.4pp | 302.91%-287.2pp |
| Employer contribution / active EE | $8,587 | $5,707+50.5% | $5,011+71.4% | $4,762+80.3% |
| Participant deferral / active EE | $5,732 | $5,955-3.7% | $5,202+10.2% | $5,983-4.2% |
| Admin fee / account holder | $28 | $17,077-99.8% | $13,985-99.8% | $11,248-99.8% |