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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 | $38,139 | $198,457-80.8% | $170,435-77.6% | $147,586-74.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 49.66% | 257.30%-207.6pp | 205.94%-156.3pp | 578.59%-528.9pp |
| Employer contribution / active EE | $3,904 | $6,183-36.9% | $5,432-28.1% | $4,876-20.0% |
| Participant deferral / active EE | $5,138 | $5,629-8.7% | $4,939+4.0% | $5,439-5.5% |
| Admin fee / account holder | -$57 | $16,852-100.3% | $13,881-100.4% | $10,886-100.5% |