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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 | $61,223 | $112,121-45.4% | $95,960-36.2% | $158,966-61.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 202.84% | 171.16%+31.7pp | 91.63%+111.2pp | 302.95%-100.1pp |
| Employer contribution / active EE | $10,778 | $3,199+236.9% | $2,541+324.1% | $4,762+126.3% |
| Participant deferral / active EE | $8,051 | $4,784+68.3% | $4,167+93.2% | $5,983+34.6% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |