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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 | $52,942 | $115,903-54.3% | $100,528-47.3% | $158,966-66.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 56.88% | 34.80%+22.1pp | 30.90%+26.0pp | 302.95%-246.1pp |
| Employer contribution / active EE | $22,039 | $4,105+436.8% | $3,419+544.7% | $4,762+362.8% |
| Participant deferral / active EE | $12,263 | $6,677+83.7% | $6,271+95.5% | $5,983+105.0% |
| Admin fee / account holder | $101 | $11,000-99.1% | $8,084-98.7% | $11,250-99.1% |