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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 | $94,336 | $135,956-30.6% | $123,894-23.9% | $273,972-65.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 344.76% | 56.63%+288.1pp | 47.52%+297.2pp | 41.46%+303.3pp |
| Employer contribution / active EE | $15,692 | $5,170+203.5% | $4,617+239.9% | $4,869+222.3% |
| Participant deferral / active EE | $4,500 | $6,343-29.1% | $5,984-24.8% | $5,287-14.9% |
| Admin fee / account holder | $164 | $9,817-98.3% | $8,357-98.0% | $10,133-98.4% |