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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 | $69,055 | $157,296-56.1% | $141,191-51.1% | $152,897-54.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 41.28% | 64.34%-23.1pp | 71.41%-30.1pp | 345.43%-304.1pp |
| Employer contribution / active EE | $26,061 | $5,262+395.2% | $4,736+450.3% | $4,764+447.1% |
| Participant deferral / active EE | $12,250 | $7,111+72.3% | $6,710+82.6% | $5,851+109.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |