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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 | $70,254 | $226,046-68.9% | $182,508-61.5% | $152,870-54.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.17% | 192.52%-168.3pp | 148.54%-124.4pp | 345.34%-321.2pp |
| Employer contribution / active EE | $5,000 | $4,977+0.5% | $4,075+22.7% | $4,763+5.0% |
| Participant deferral / active EE | $13,147 | $6,368+106.4% | $5,525+138.0% | $5,850+124.7% |
| Admin fee / account holder | $132 | $10,704-98.8% | $8,592-98.5% | $11,597-98.9% |