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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 | $22,755 | $202,440-88.8% | $169,390-86.6% | $139,466-83.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 69.79% | 532.36%-462.6pp | 406.07%-336.3pp | 373.66%-303.9pp |
| Employer contribution / active EE | $3,580 | $4,693-23.7% | $4,013-10.8% | $4,754-24.7% |
| Participant deferral / active EE | $14,273 | $6,940+105.7% | $6,222+129.4% | $6,712+112.6% |
| Admin fee / account holder | $54 | $10,722-99.5% | $9,015-99.4% | $11,409-99.5% |