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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 | $68,909 | $85,766-19.7% | $136,298-49.4% | $70,126-1.7% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 24.58% | 31.46%-6.9pp | 5156.27%-5131.7pp | 73.15%-48.6pp |
| Employer contribution / active EE | $6,422 | $2,966+116.5% | $4,696+36.8% | $2,343+174.1% |
| Participant deferral / active EE | $12,820 | $5,051+153.8% | $6,247+105.2% | $3,332+284.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |