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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 | $71,057 | $157,296-54.8% | $141,191-49.7% | $152,897-53.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 107.24% | 64.34%+42.9pp | 71.41%+35.8pp | 345.43%-238.2pp |
| Employer contribution / active EE | $36,500 | $5,262+593.6% | $4,736+670.7% | $4,764+666.2% |
| Participant deferral / active EE | $15,700 | $7,111+120.8% | $6,710+134.0% | $5,851+168.3% |
| Admin fee / account holder | $240 | $12,125-98.0% | $10,264-97.7% | $11,599-97.9% |