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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 | $53,754 | $181,896-70.4% | $156,551-65.7% | $273,972-80.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 379.26% | 30.74%+348.5pp | 32.23%+347.0pp | 41.46%+337.8pp |
| Employer contribution / active EE | $13,834 | $6,248+121.4% | $5,501+151.5% | $4,869+184.1% |
| Participant deferral / active EE | $6,935 | $5,550+25.0% | $4,871+42.4% | $5,287+31.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |