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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 | $31,851 | $226,135-85.9% | $182,558-82.6% | $152,909-79.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 44.21% | 192.60%-148.4pp | 148.59%-104.4pp | 345.46%-301.3pp |
| Employer contribution / active EE | $5,321 | $4,979+6.9% | $4,076+30.5% | $4,764+11.7% |
| Participant deferral / active EE | $14,771 | $6,371+131.9% | $5,526+167.3% | $5,851+152.4% |
| Admin fee / account holder | $286 | $10,707-97.3% | $8,594-96.7% | $11,601-97.5% |