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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 | $58,573 | $165,361-64.6% | $149,715-60.9% | $158,950-63.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 54.59% | 348.24%-293.7pp | 276.66%-222.1pp | 302.91%-248.3pp |
| Employer contribution / active EE | $13,764 | $5,103+169.7% | $4,645+196.3% | $4,762+189.0% |
| Participant deferral / active EE | $21,912 | $7,182+205.1% | $6,842+220.2% | $5,983+266.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |