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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 | $93,665 | $184,000-49.1% | $162,185-42.2% | $152,909-38.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.33% | 150.80%-129.5pp | 115.61%-94.3pp | 345.46%-324.1pp |
| Employer contribution / active EE | $1,701 | $6,370-73.3% | $5,613-69.7% | $4,764-64.3% |
| Participant deferral / active EE | $3,949 | $8,033-50.8% | $7,297-45.9% | $5,851-32.5% |
| Admin fee / account holder | $50 | $13,124-99.6% | $10,844-99.5% | $11,601-99.6% |