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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 | $45,550 | $70,666-35.5% | $169,385-73.1% | $75,181-39.4% |
| Participation rate | 97.2% | 64.8%+32.4pp | 77.2%+20.1pp | 67.2%+30.0pp |
| Annual return | 25.43% | 36.37%-10.9pp | 405.82%-380.4pp | 160.69%-135.3pp |
| Employer contribution / active EE | $13,448 | $2,210+508.4% | $4,012+235.2% | $2,671+403.6% |
| Participant deferral / active EE | $12,443 | $4,308+188.8% | $6,221+100.0% | $4,126+201.6% |
| Admin fee / account holder | $0 | $5,402-100.0% | $9,011-100.0% | $5,650-100.0% |