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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 | $52,288 | $183,539-71.5% | $155,556-66.4% | $145,897-64.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 61.31%-46.2pp | 64.84%-49.8pp | 552.29%-537.2pp |
| Employer contribution / active EE | $9,900 | $5,315+86.3% | $4,675+111.7% | $4,663+112.3% |
| Participant deferral / active EE | $9,900 | $6,467+53.1% | $5,631+75.8% | $6,689+48.0% |
| Admin fee / account holder | $184 | $19,275-99.0% | $15,885-98.8% | $13,390-98.6% |