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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 | $70,178 | $175,231-60.0% | $149,696-53.1% | $139,466-49.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 376.71% | 166.77%+209.9pp | 134.46%+242.2pp | 373.66%+3.0pp |
| Employer contribution / active EE | $16,166 | $5,478+195.1% | $4,821+235.3% | $4,754+240.1% |
| Participant deferral / active EE | $11,500 | $6,521+76.3% | $5,682+102.4% | $6,712+71.3% |
| Admin fee / account holder | $173 | $16,155-98.9% | $13,212-98.7% | $11,409-98.5% |