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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 | $46,958 | $148,623-68.4% | $135,974-65.5% | $139,466-66.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 153.03% | 79.30%+73.7pp | 68.30%+84.7pp | 373.66%-220.6pp |
| Employer contribution / active EE | $4,031 | $5,246-23.2% | $4,859-17.0% | $4,754-15.2% |
| Participant deferral / active EE | $12,891 | $8,103+59.1% | $7,760+66.1% | $6,712+92.1% |
| Admin fee / account holder | $260 | $12,406-97.9% | $10,767-97.6% | $11,409-97.7% |