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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 | $48,428 | $117,859-58.9% | $102,438-52.7% | $145,959-66.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 66.34% | 31.72%+34.6pp | 29.37%+37.0pp | 561.95%-495.6pp |
| Employer contribution / active EE | $5,409 | $3,615+49.6% | $3,024+78.9% | $4,661+16.0% |
| Participant deferral / active EE | $33,857 | $5,732+490.7% | $5,054+570.0% | $6,689+406.2% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |