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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 | $17,793 | $115,903-84.6% | $100,528-82.3% | $158,966-88.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 92.34% | 34.80%+57.5pp | 30.90%+61.4pp | 302.95%-210.6pp |
| Employer contribution / active EE | $4,827 | $4,105+17.6% | $3,419+41.2% | $4,762+1.4% |
| Participant deferral / active EE | $7,240 | $6,677+8.4% | $6,271+15.4% | $5,983+21.0% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |