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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 | $21,591 | $63,346-65.9% | $92,240-76.6% | $70,126-69.2% |
| Participation rate | 93.3% | 68.7%+24.7pp | 76.5%+16.9pp | 69.5%+23.8pp |
| Annual return | 29.65% | 530.19%-500.5pp | 176.29%-146.6pp | 73.15%-43.5pp |
| Employer contribution / active EE | $8,679 | $2,471+251.2% | $3,680+135.9% | $2,343+270.5% |
| Participant deferral / active EE | $3,312 | $2,854+16.0% | $3,897-15.0% | $3,332-0.6% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |