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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 | $60,047 | $175,257-65.7% | $149,717-59.9% | $139,456-56.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.34% | 166.70%-139.4pp | 134.41%-107.1pp | 373.45%-346.1pp |
| Employer contribution / active EE | $10,057 | $5,477+83.6% | $4,820+108.7% | $4,753+111.6% |
| Participant deferral / active EE | $7,882 | $6,521+20.9% | $5,682+38.7% | $6,711+17.4% |
| Admin fee / account holder | $138 | $16,156-99.1% | $13,213-99.0% | $11,407-98.8% |