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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 | $36,253 | $157,304-77.0% | $141,197-74.3% | $152,909-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 112.42% | 64.34%+48.1pp | 71.41%+41.0pp | 345.46%-233.0pp |
| Employer contribution / active EE | $11,806 | $5,263+124.3% | $4,736+149.3% | $4,764+147.8% |
| Participant deferral / active EE | $18,735 | $7,111+163.5% | $6,710+179.2% | $5,851+220.2% |
| Admin fee / account holder | $102 | $12,126-99.2% | $10,265-99.0% | $11,601-99.1% |