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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 | $47,725 | $160,040-70.2% | $147,096-67.6% | $145,877-67.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.15% | 98.49%-81.3pp | 419.75%-402.6pp | 551.28%-534.1pp |
| Employer contribution / active EE | $8,824 | $5,289+66.8% | $4,936+78.8% | $4,663+89.2% |
| Participant deferral / active EE | $17,865 | $8,429+112.0% | $8,071+121.4% | $6,691+167.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |