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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 | $102,135 | $184,000-44.5% | $162,185-37.0% | $152,909-33.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 33.78% | 150.80%-117.0pp | 115.61%-81.8pp | 345.46%-311.7pp |
| Employer contribution / active EE | $3,781 | $6,370-40.6% | $5,613-32.6% | $4,764-20.6% |
| Participant deferral / active EE | $15,916 | $8,033+98.1% | $7,297+118.1% | $5,851+172.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |