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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 | $38,511 | $209,422-81.6% | $178,503-78.4% | $158,982-75.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.12% | 188.81%-160.7pp | 151.12%-123.0pp | 302.99%-274.9pp |
| Employer contribution / active EE | $7,082 | $5,707+24.1% | $5,011+41.3% | $4,763+48.7% |
| Participant deferral / active EE | $2,467 | $5,955-58.6% | $5,202-52.6% | $5,983-58.8% |
| Admin fee / account holder | $124 | $17,079-99.3% | $13,987-99.1% | $11,252-98.9% |