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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 | $55,315 | $184,000-69.9% | $162,185-65.9% | $152,909-63.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.06% | 150.80%-129.7pp | 115.61%-94.6pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,547 | $6,370-75.7% | $5,613-72.4% | $4,764-67.5% |
| Participant deferral / active EE | $9,124 | $8,033+13.6% | $7,297+25.0% | $5,851+55.9% |
| Admin fee / account holder | $28 | $13,124-99.8% | $10,844-99.7% | $11,601-99.8% |