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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 | $57,315 | $183,968-68.8% | $162,166-64.7% | $152,870-62.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.59% | 150.77%-120.2pp | 115.59%-85.0pp | 345.34%-314.8pp |
| Employer contribution / active EE | $2,217 | $6,371-65.2% | $5,614-60.5% | $4,763-53.4% |
| Participant deferral / active EE | $8,304 | $8,034+3.4% | $7,298+13.8% | $5,850+41.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |