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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 | $36,680 | $209,425-82.5% | $178,499-79.5% | $158,966-76.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 47.85% | 188.80%-140.9pp | 151.10%-103.3pp | 302.95%-255.1pp |
| Employer contribution / active EE | $10,732 | $5,707+88.0% | $5,011+114.2% | $4,762+125.3% |
| Participant deferral / active EE | $11,322 | $5,955+90.1% | $5,202+117.6% | $5,983+89.2% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |