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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 | $41,833 | $183,988-77.3% | $162,177-74.2% | $152,897-72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.72% | 150.79%-124.1pp | 115.60%-88.9pp | 345.43%-318.7pp |
| Employer contribution / active EE | $3,039 | $6,370-52.3% | $5,613-45.9% | $4,764-36.2% |
| Participant deferral / active EE | $13,474 | $8,032+67.7% | $7,297+84.6% | $5,851+130.3% |
| Admin fee / account holder | $6 | $13,123-100.0% | $10,843-99.9% | $11,599-99.9% |