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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 | $101,796 | $226,135-55.0% | $182,558-44.2% | $152,909-33.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.03% | 192.60%-174.6pp | 148.59%-130.6pp | 345.46%-327.4pp |
| Employer contribution / active EE | $3,445 | $4,979-30.8% | $4,076-15.5% | $4,764-27.7% |
| Participant deferral / active EE | $4,960 | $6,371-22.1% | $5,526-10.2% | $5,851-15.2% |
| Admin fee / account holder | $5 | $10,707-100.0% | $8,594-99.9% | $11,601-100.0% |