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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 | $94,422 | $198,462-52.4% | $170,439-44.6% | $147,585-36.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.13% | 257.30%-236.2pp | 205.94%-184.8pp | 578.58%-557.5pp |
| Employer contribution / active EE | $12,653 | $6,184+104.6% | $5,433+132.9% | $4,876+159.5% |
| Participant deferral / active EE | $7,413 | $5,629+31.7% | $4,939+50.1% | $5,439+36.3% |
| Admin fee / account holder | $234 | $16,852-98.6% | $13,881-98.3% | $10,886-97.9% |