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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 | $36,479 | $176,105-79.3% | $159,474-77.1% | $167,536-78.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.06% | 331.91%-301.8pp | 263.68%-233.6pp | 478.82%-448.8pp |
| Employer contribution / active EE | $12,895 | $5,299+143.4% | $4,831+166.9% | $4,839+166.5% |
| Participant deferral / active EE | $9,966 | $7,751+28.6% | $7,353+35.5% | $6,342+57.1% |
| Admin fee / account holder | $95 | $12,559-99.2% | $10,802-99.1% | $12,315-99.2% |