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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 | $34,697 | $198,457-82.5% | $170,435-79.6% | $147,586-76.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.41% | 257.30%-232.9pp | 205.94%-181.5pp | 578.59%-554.2pp |
| Employer contribution / active EE | $11,684 | $6,183+89.0% | $5,432+115.1% | $4,876+139.6% |
| Participant deferral / active EE | $11,073 | $5,629+96.7% | $4,939+124.2% | $5,439+103.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |