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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 | $33,394 | $183,539-81.8% | $155,556-78.5% | $145,897-77.1% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 52.73% | 61.31%-8.6pp | 64.84%-12.1pp | 552.29%-499.6pp |
| Employer contribution / active EE | $9,137 | $5,315+71.9% | $4,675+95.4% | $4,663+96.0% |
| Participant deferral / active EE | $14,210 | $6,467+119.7% | $5,631+152.4% | $6,689+112.4% |
| Admin fee / account holder | $8 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |