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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 | $59,804 | $176,794-66.2% | $146,647-59.2% | $167,553-64.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 75.18% | 24.04%+51.1pp | 22.75%+52.4pp | 478.89%-403.7pp |
| Employer contribution / active EE | $19,450 | $5,161+276.8% | $4,137+370.2% | $4,840+301.9% |
| Participant deferral / active EE | $8,567 | $6,440+33.0% | $5,506+55.6% | $6,343+35.1% |
| Admin fee / account holder | $20 | $13,262-99.8% | $10,281-99.8% | $12,316-99.8% |