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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 | $40,597 | $107,353-62.2% | $92,903-56.3% | $152,885-73.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 41.85% | 145.62%-103.8pp | 109.43%-67.6pp | 345.39%-303.5pp |
| Employer contribution / active EE | $15,346 | $4,222+263.5% | $3,653+320.1% | $4,763+222.2% |
| Participant deferral / active EE | $11,106 | $4,848+129.1% | $4,238+162.1% | $5,851+89.8% |
| Admin fee / account holder | $100 | $7,081-98.6% | $5,795-98.3% | $11,598-99.1% |