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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 | $95,138 | $184,000-48.3% | $162,185-41.3% | $152,909-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 36.08% | 150.80%-114.7pp | 115.61%-79.5pp | 345.46%-309.4pp |
| Employer contribution / active EE | $1,576 | $6,370-75.3% | $5,613-71.9% | $4,764-66.9% |
| Participant deferral / active EE | $13,467 | $8,033+67.7% | $7,297+84.6% | $5,851+130.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |