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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 | $24,186 | $202,460-88.1% | $169,385-85.7% | $139,456-82.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 35.76% | 532.07%-496.3pp | 405.82%-370.1pp | 373.45%-337.7pp |
| Employer contribution / active EE | $2,917 | $4,691-37.8% | $4,012-27.3% | $4,753-38.6% |
| Participant deferral / active EE | $12,516 | $6,938+80.4% | $6,221+101.2% | $6,711+86.5% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |