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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 | $46,254 | $209,422-77.9% | $178,503-74.1% | $158,982-70.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.70% | 188.81%-157.1pp | 151.12%-119.4pp | 302.99%-271.3pp |
| Employer contribution / active EE | $4,320 | $5,707-24.3% | $5,011-13.8% | $4,763-9.3% |
| Participant deferral / active EE | $7,851 | $5,955+31.8% | $5,202+50.9% | $5,983+31.2% |
| Admin fee / account holder | $167 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |