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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 | $43,823 | $112,131-60.9% | $95,964-54.3% | $158,982-72.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.67% | 171.19%-157.5pp | 91.64%-78.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $5,378 | $3,199+68.1% | $2,541+111.6% | $4,763+12.9% |
| Participant deferral / active EE | $7,735 | $4,784+61.7% | $4,167+85.6% | $5,983+29.3% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |