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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 | $33,470 | $228,395-85.3% | $185,861-82.0% | $158,982-78.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 169.33% | 40.82%+128.5pp | 35.96%+133.4pp | 302.99%-133.7pp |
| Employer contribution / active EE | $10,321 | $4,968+107.8% | $4,088+152.5% | $4,763+116.7% |
| Participant deferral / active EE | $8,823 | $6,417+37.5% | $5,634+56.6% | $5,983+47.5% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |