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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 | $30,157 | $138,072-78.2% | $123,549-75.6% | $135,382-77.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 100.33% | 153.69%-53.4pp | 119.20%-18.9pp | 519.77%-419.4pp |
| Employer contribution / active EE | $4,637 | $5,152-10.0% | $4,628+0.2% | $4,779-3.0% |
| Participant deferral / active EE | $8,591 | $6,799+26.4% | $6,426+33.7% | $5,609+53.2% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,829-99.9% |