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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 | $95,356 | $202,440-52.9% | $169,390-43.7% | $139,466-31.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 44.30% | 532.36%-488.1pp | 406.07%-361.8pp | 373.66%-329.4pp |
| Employer contribution / active EE | $36,018 | $4,693+667.5% | $4,013+797.6% | $4,754+657.6% |
| Participant deferral / active EE | $24,521 | $6,940+253.3% | $6,222+294.1% | $6,712+265.3% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |