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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 | $46,153 | $185,883-75.2% | $170,043-72.9% | $139,466-66.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 297.29% | 60.54%+236.7pp | 53.40%+243.9pp | 373.66%-76.4pp |
| Employer contribution / active EE | $3,051 | $7,596-59.8% | $6,790-55.1% | $4,754-35.8% |
| Participant deferral / active EE | $7,257 | $11,626-37.6% | $10,410-30.3% | $6,712+8.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |