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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 | $49,860 | $157,296-68.3% | $141,191-64.7% | $152,897-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 71.07% | 64.34%+6.7pp | 71.41%-0.3pp | 345.43%-274.4pp |
| Employer contribution / active EE | $17,970 | $5,262+241.5% | $4,736+279.4% | $4,764+277.2% |
| Participant deferral / active EE | $6,250 | $7,111-12.1% | $6,710-6.9% | $5,851+6.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |