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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 | $226,135-68.9% | $182,558-61.5% | $152,909-54.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.17% | 192.60%-168.4pp | 148.59%-124.4pp | 345.46%-321.3pp |
| Employer contribution / active EE | $5,000 | $4,979+0.4% | $4,076+22.7% | $4,764+5.0% |
| Participant deferral / active EE | $13,147 | $6,371+106.4% | $5,526+137.9% | $5,851+124.7% |
| Admin fee / account holder | $132 | $10,707-98.8% | $8,594-98.5% | $11,601-98.9% |