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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 | $82,159 | $183,978-55.3% | $162,171-49.3% | $152,885-46.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.53% | 150.78%-128.3pp | 115.60%-93.1pp | 345.39%-322.9pp |
| Employer contribution / active EE | $2,493 | $6,370-60.9% | $5,613-55.6% | $4,763-47.7% |
| Participant deferral / active EE | $8,048 | $8,033+0.2% | $7,297+10.3% | $5,851+37.5% |
| Admin fee / account holder | $14 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |