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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 | $24,954 | $105,158-76.3% | $94,672-73.6% | $139,487-82.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 47.04% | 38.11%+8.9pp | 156.89%-109.9pp | 373.84%-326.8pp |
| Employer contribution / active EE | $6,283 | $4,107+53.0% | $3,673+71.1% | $4,755+32.1% |
| Participant deferral / active EE | $9,787 | $7,599+28.8% | $7,417+31.9% | $6,713+45.8% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |