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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 | $165,399-82.4% | $149,745-80.6% | $158,982-81.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 55.53% | 348.34%-292.8pp | 276.72%-221.2pp | 302.99%-247.5pp |
| Employer contribution / active EE | $2,274 | $5,105-55.5% | $4,646-51.1% | $4,763-52.3% |
| Participant deferral / active EE | $9,645 | $7,183+34.3% | $6,843+40.9% | $5,983+61.2% |
| Admin fee / account holder | $144 | $10,811-98.7% | $9,312-98.5% | $11,252-98.7% |