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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 | $61,511 | $183,988-66.6% | $162,177-62.1% | $152,897-59.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 29.61% | 150.79%-121.2pp | 115.60%-86.0pp | 345.43%-315.8pp |
| Employer contribution / active EE | $5,524 | $6,370-13.3% | $5,613-1.6% | $4,764+16.0% |
| Participant deferral / active EE | $15,245 | $8,032+89.8% | $7,297+108.9% | $5,851+160.5% |
| Admin fee / account holder | $206 | $13,123-98.4% | $10,843-98.1% | $11,599-98.2% |