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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 | $60,934 | $142,361-57.2% | $119,608-49.1% | $134,509-54.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 433.68% | -12.46%+446.1pp | -14.98%+448.7pp | 418.13%+15.5pp |
| Employer contribution / active EE | $7,654 | $5,224+46.5% | $4,232+80.8% | $4,741+61.5% |
| Participant deferral / active EE | $18,021 | $6,468+178.6% | $5,601+221.7% | $6,400+181.6% |
| Admin fee / account holder | $151 | $13,588-98.9% | $10,326-98.5% | $11,427-98.7% |