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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 | $63,603 | $117,433-45.8% | $99,475-36.1% | $152,897-58.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 55.84% | 31.87%+24.0pp | 30.72%+25.1pp | 345.43%-289.6pp |
| Employer contribution / active EE | $15,727 | $3,013+421.9% | $2,540+519.1% | $4,764+230.1% |
| Participant deferral / active EE | $7,183 | $4,086+75.8% | $3,619+98.5% | $5,851+22.8% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |