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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 | $31,942 | $209,422-84.7% | $178,503-82.1% | $158,982-79.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 41.72% | 188.81%-147.1pp | 151.12%-109.4pp | 302.99%-261.3pp |
| Employer contribution / active EE | $4,481 | $5,707-21.5% | $5,011-10.6% | $4,763-5.9% |
| Participant deferral / active EE | $11,859 | $5,955+99.1% | $5,202+128.0% | $5,983+98.2% |
| Admin fee / account holder | $13 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |