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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 | $69,514 | $183,539-62.1% | $155,556-55.3% | $145,897-52.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.56% | 61.31%-40.7pp | 64.84%-44.3pp | 552.29%-531.7pp |
| Employer contribution / active EE | $14,283 | $5,315+168.7% | $4,675+205.5% | $4,663+206.3% |
| Participant deferral / active EE | $13,297 | $6,467+105.6% | $5,631+136.1% | $6,689+98.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |