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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 | $62,086 | $226,105-72.5% | $182,540-66.0% | $152,897-59.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 32.21% | 192.58%-160.4pp | 148.58%-116.4pp | 345.43%-313.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,408 | $6,370+94.8% | $5,525+124.6% | $5,851+112.1% |
| Admin fee / account holder | $20 | $10,706-99.8% | $8,593-99.8% | $11,599-99.8% |