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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 | $40,130 | $144,130-72.2% | $117,861-66.0% | $147,586-72.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.32% | 531.20%-517.9pp | 335.11%-321.8pp | 578.59%-565.3pp |
| Employer contribution / active EE | $8,766 | $4,897+79.0% | $3,786+131.5% | $4,876+79.8% |
| Participant deferral / active EE | $9,707 | $5,316+82.6% | $4,482+116.6% | $5,439+78.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |