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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 | $41,157 | $176,120-76.6% | $159,487-74.2% | $167,553-75.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.42% | 331.95%-318.5pp | 263.71%-250.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $12,590 | $5,299+137.6% | $4,831+160.6% | $4,840+160.1% |
| Participant deferral / active EE | $10,273 | $7,752+32.5% | $7,354+39.7% | $6,343+62.0% |
| Admin fee / account holder | $300 | $12,561-97.6% | $10,804-97.2% | $12,316-97.6% |