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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 | $45,880 | $209,425-78.1% | $178,499-74.3% | $158,966-71.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 55.86% | 188.80%-132.9pp | 151.10%-95.2pp | 302.95%-247.1pp |
| Employer contribution / active EE | $5,000 | $5,707-12.4% | $5,011-0.2% | $4,762+5.0% |
| Participant deferral / active EE | $26,000 | $5,955+336.6% | $5,202+399.8% | $5,983+334.6% |
| Admin fee / account holder | $102 | $17,078-99.4% | $13,986-99.3% | $11,250-99.1% |