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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 | $226,090-74.7% | $182,531-68.6% | $152,885-62.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 60.57% | 192.57%-132.0pp | 148.57%-88.0pp | 345.39%-284.8pp |
| Employer contribution / active EE | $4,837 | $4,978-2.8% | $4,075+18.7% | $4,763+1.5% |
| Participant deferral / active EE | $8,639 | $6,369+35.6% | $5,525+56.4% | $5,851+47.6% |
| Admin fee / account holder | $8 | $10,705-99.9% | $8,593-99.9% | $11,598-99.9% |