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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 | $37,263 | $165,399-77.5% | $149,745-75.1% | $158,982-76.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 195.64% | 348.34%-152.7pp | 276.72%-81.1pp | 302.99%-107.3pp |
| Employer contribution / active EE | $17,500 | $5,105+242.8% | $4,646+276.7% | $4,763+267.4% |
| Participant deferral / active EE | $14,675 | $7,183+104.3% | $6,843+114.5% | $5,983+145.3% |
| Admin fee / account holder | $109 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |