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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 | $29,050 | $165,361-82.4% | $149,715-80.6% | $158,950-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 55.53% | 348.24%-292.7pp | 276.66%-221.1pp | 302.91%-247.4pp |
| Employer contribution / active EE | $2,274 | $5,103-55.4% | $4,645-51.0% | $4,762-52.2% |
| Participant deferral / active EE | $9,645 | $7,182+34.3% | $6,842+41.0% | $5,983+61.2% |
| Admin fee / account holder | $144 | $10,808-98.7% | $9,310-98.5% | $11,248-98.7% |