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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 | $41,325 | $148,623-72.2% | $135,974-69.6% | $139,466-70.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.75% | 79.30%-64.5pp | 68.30%-53.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $14,827 | $5,246+182.6% | $4,859+205.1% | $4,754+211.9% |
| Participant deferral / active EE | $11,760 | $8,103+45.1% | $7,760+51.5% | $6,712+75.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |