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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 | $55,443 | $165,399-66.5% | $149,745-63.0% | $158,982-65.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.04% | 348.34%-309.3pp | 276.72%-237.7pp | 302.99%-263.9pp |
| Employer contribution / active EE | $17,926 | $5,105+251.2% | $4,646+285.9% | $4,763+276.4% |
| Participant deferral / active EE | $10,340 | $7,183+44.0% | $6,843+51.1% | $5,983+72.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |