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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 | $29,323 | $148,623-80.3% | $135,974-78.4% | $139,466-79.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.44% | 79.30%-28.9pp | 68.30%-17.9pp | 373.66%-323.2pp |
| Employer contribution / active EE | $4,687 | $5,246-10.7% | $4,859-3.5% | $4,754-1.4% |
| Participant deferral / active EE | $10,313 | $8,103+27.3% | $7,760+32.9% | $6,712+53.6% |
| Admin fee / account holder | $202 | $12,406-98.4% | $10,767-98.1% | $11,409-98.2% |