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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 | $59,222 | $184,000-67.8% | $162,185-63.5% | $152,909-61.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 29.11% | 150.80%-121.7pp | 115.61%-86.5pp | 345.46%-316.4pp |
| Employer contribution / active EE | $3,840 | $6,370-39.7% | $5,613-31.6% | $4,764-19.4% |
| Participant deferral / active EE | $10,492 | $8,033+30.6% | $7,297+43.8% | $5,851+79.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |