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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 | $45,407 | $175,257-74.1% | $149,717-69.7% | $139,456-67.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 39.43% | 166.70%-127.3pp | 134.41%-95.0pp | 373.45%-334.0pp |
| Employer contribution / active EE | $4,211 | $5,477-23.1% | $4,820-12.6% | $4,753-11.4% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,711+123.5% |
| Admin fee / account holder | $179 | $16,156-98.9% | $13,213-98.6% | $11,407-98.4% |