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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 | $56,045 | $81,664-31.4% | $70,476-20.5% | $158,966-64.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 60.60% | 208.59%-148.0pp | 109.12%-48.5pp | 302.95%-242.3pp |
| Employer contribution / active EE | $25,544 | $3,219+693.6% | $2,738+833.0% | $4,762+436.4% |
| Participant deferral / active EE | $9,888 | $4,556+117.0% | $3,710+166.5% | $5,983+65.3% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |