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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 | $39,039 | $165,361-76.4% | $149,715-73.9% | $158,950-75.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.65% | 348.24%-307.6pp | 276.66%-236.0pp | 302.91%-262.3pp |
| Employer contribution / active EE | $20,850 | $5,103+308.5% | $4,645+348.9% | $4,762+337.8% |
| Participant deferral / active EE | $11,310 | $7,182+57.5% | $6,842+65.3% | $5,983+89.0% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |