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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 | $34,592 | $115,814-70.1% | $101,275-65.8% | $158,982-78.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 49.47% | 56.16%-6.7pp | 46.48%+3.0pp | 302.99%-253.5pp |
| Employer contribution / active EE | $3,921 | $4,176-6.1% | $3,660+7.1% | $4,763-17.7% |
| Participant deferral / active EE | $11,384 | $4,958+129.6% | $4,371+160.5% | $5,983+90.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |