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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 | $50,897 | $183,988-72.3% | $162,177-68.6% | $152,897-66.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 30.09% | 150.79%-120.7pp | 115.60%-85.5pp | 345.43%-315.3pp |
| Employer contribution / active EE | $18,334 | $6,370+187.8% | $5,613+226.6% | $4,764+284.9% |
| Participant deferral / active EE | $14,559 | $8,032+81.3% | $7,297+99.5% | $5,851+148.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |