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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 | $102,351 | $184,000-44.4% | $162,185-36.9% | $152,909-33.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.09% | 150.80%-127.7pp | 115.61%-92.5pp | 345.46%-322.4pp |
| Employer contribution / active EE | $3,183 | $6,370-50.0% | $5,613-43.3% | $4,764-33.2% |
| Participant deferral / active EE | $8,500 | $8,033+5.8% | $7,297+16.5% | $5,851+45.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |