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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 | $29,439 | $102,638-71.3% | $81,982-64.1% | $158,982-81.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 45.25% | 61.05%-15.8pp | 41.31%+3.9pp | 302.99%-257.7pp |
| Employer contribution / active EE | $8,641 | $3,241+166.6% | $2,498+245.9% | $4,763+81.4% |
| Participant deferral / active EE | $4,161 | $4,649-10.5% | $3,722+11.8% | $5,983-30.5% |
| Admin fee / account holder | $20 | $8,237-99.8% | $5,665-99.6% | $11,252-99.8% |