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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 | $24,810 | $72,071-65.6% | $68,368-63.7% | $137,256-81.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 30.14% | 353.14%-323.0pp | 292.57%-262.4pp | 220.34%-190.2pp |
| Employer contribution / active EE | $5,316 | $2,788+90.7% | $2,649+100.7% | $4,156+27.9% |
| Participant deferral / active EE | $9,950 | $4,410+125.6% | $4,123+141.3% | $6,407+55.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |