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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 | $51,999 | $167,362-68.9% | $143,799-63.8% | $134,532-61.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 70.56% | 0.47%+70.1pp | -0.04%+70.6pp | 418.27%-347.7pp |
| Employer contribution / active EE | $3,717 | $5,620-33.9% | $4,952-24.9% | $4,741-21.6% |
| Participant deferral / active EE | $14,326 | $6,447+122.2% | $5,638+154.1% | $6,401+123.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |