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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 | $183,592-81.8% | $155,574-78.5% | $145,877-77.1% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 52.73% | 61.37%-8.6pp | 64.87%-12.1pp | 551.28%-498.5pp |
| Employer contribution / active EE | $9,137 | $5,317+71.9% | $4,676+95.4% | $4,663+96.0% |
| Participant deferral / active EE | $14,210 | $6,466+119.8% | $5,629+152.4% | $6,691+112.4% |
| Admin fee / account holder | $8 | $19,316-100.0% | $15,914-99.9% | $13,402-99.9% |