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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 | $39,169 | $176,105-77.8% | $159,474-75.4% | $167,536-76.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.63% | 331.91%-302.3pp | 263.68%-234.0pp | 478.82%-449.2pp |
| Employer contribution / active EE | $6,853 | $5,299+29.3% | $4,831+41.9% | $4,839+41.6% |
| Participant deferral / active EE | $4,875 | $7,751-37.1% | $7,353-33.7% | $6,342-23.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |