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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 | $51,147 | $116,203-56.0% | $93,621-45.4% | $152,897-66.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 45.77% | 35.96%+9.8pp | 32.76%+13.0pp | 345.43%-299.7pp |
| Employer contribution / active EE | $7,075 | $3,219+119.8% | $2,719+160.2% | $4,764+48.5% |
| Participant deferral / active EE | $18,328 | $4,605+298.0% | $4,070+350.4% | $5,851+213.2% |
| Admin fee / account holder | $5 | $10,751-100.0% | $7,890-99.9% | $11,599-100.0% |