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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 | $67,101 | $226,135-70.3% | $182,558-63.2% | $152,909-56.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.52% | 192.60%-171.1pp | 148.59%-127.1pp | 345.46%-323.9pp |
| Employer contribution / active EE | $5,396 | $4,979+8.4% | $4,076+32.4% | $4,764+13.3% |
| Participant deferral / active EE | $8,131 | $6,371+27.6% | $5,526+47.1% | $5,851+39.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |