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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 | $50,033 | $175,259-71.5% | $149,723-66.6% | $139,487-64.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 166.82%-154.5pp | 134.50%-122.1pp | 373.84%-361.5pp |
| Employer contribution / active EE | $10,194 | $5,478+86.1% | $4,821+111.4% | $4,755+114.4% |
| Participant deferral / active EE | $4,589 | $6,522-29.6% | $5,682-19.2% | $6,713-31.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |