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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 | $86,342 | $176,105-51.0% | $159,474-45.9% | $167,536-48.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 34.37% | 331.91%-297.5pp | 263.68%-229.3pp | 478.82%-444.4pp |
| Employer contribution / active EE | $40,431 | $5,299+663.0% | $4,831+736.9% | $4,839+735.5% |
| Participant deferral / active EE | $10,792 | $7,751+39.2% | $7,353+46.8% | $6,342+70.2% |
| Admin fee / account holder | $242 | $12,559-98.1% | $10,802-97.8% | $12,315-98.0% |