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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 | $57,263 | $226,135-74.7% | $182,558-68.6% | $152,909-62.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 60.57% | 192.60%-132.0pp | 148.59%-88.0pp | 345.46%-284.9pp |
| Employer contribution / active EE | $4,837 | $4,979-2.9% | $4,076+18.7% | $4,764+1.5% |
| Participant deferral / active EE | $8,639 | $6,371+35.6% | $5,526+56.3% | $5,851+47.6% |
| Admin fee / account holder | $8 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |