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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 | $49,635 | $134,817-63.2% | $123,973-60.0% | $155,188-68.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 50.46% | 515.49%-465.0pp | 388.13%-337.7pp | 148.84%-98.4pp |
| Employer contribution / active EE | $8,598 | $4,425+94.3% | $4,126+108.4% | $4,248+102.4% |
| Participant deferral / active EE | $6,461 | $5,706+13.2% | $5,247+23.1% | $6,531-1.1% |
| Admin fee / account holder | $266 | $13,245-98.0% | $11,799-97.7% | $14,480-98.2% |