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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 | $44,956 | $106,247-57.7% | $96,515-53.4% | $139,466-67.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 73.79% | 38.47%+35.3pp | 35.73%+38.1pp | 373.66%-299.9pp |
| Employer contribution / active EE | $28,333 | $4,106+590.1% | $3,740+657.7% | $4,754+496.0% |
| Participant deferral / active EE | $17,726 | $5,456+224.9% | $4,880+263.3% | $6,712+164.1% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |