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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 | $51,364 | $183,592-72.0% | $155,574-67.0% | $145,877-64.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 35.21% | 61.37%-26.2pp | 64.87%-29.7pp | 551.28%-516.1pp |
| Employer contribution / active EE | $10,703 | $5,317+101.3% | $4,676+128.9% | $4,663+129.5% |
| Participant deferral / active EE | $6,562 | $6,466+1.5% | $5,629+16.6% | $6,691-1.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |