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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 | $52,157 | $107,941-51.7% | $91,994-43.3% | $152,897-65.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.77% | 89.28%-67.5pp | 69.04%-47.3pp | 345.43%-323.7pp |
| Employer contribution / active EE | $5,763 | $4,212+36.8% | $3,453+66.9% | $4,764+21.0% |
| Participant deferral / active EE | $14,408 | $6,366+126.3% | $5,924+143.2% | $5,851+146.2% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |