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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 | $41,358 | $157,304-73.7% | $141,197-70.7% | $152,909-73.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 143.09% | 64.34%+78.7pp | 71.41%+71.7pp | 345.46%-202.4pp |
| Employer contribution / active EE | $4,033 | $5,263-23.4% | $4,736-14.8% | $4,764-15.3% |
| Participant deferral / active EE | $6,081 | $7,111-14.5% | $6,710-9.4% | $5,851+3.9% |
| Admin fee / account holder | $246 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |