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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 | $45,450 | $198,461-77.1% | $170,436-73.3% | $147,585-69.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.06% | 257.30%-234.2pp | 205.94%-182.9pp | 578.57%-555.5pp |
| Employer contribution / active EE | $11,042 | $6,184+78.6% | $5,433+103.3% | $4,876+126.4% |
| Participant deferral / active EE | $10,016 | $5,629+77.9% | $4,939+102.8% | $5,439+84.2% |
| Admin fee / account holder | $148 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |