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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 | $23,293 | $148,629-84.3% | $135,982-82.9% | $139,487-83.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 61.50% | 79.33%-17.8pp | 68.32%-6.8pp | 373.84%-312.3pp |
| Employer contribution / active EE | $9,725 | $5,247+85.4% | $4,859+100.1% | $4,755+104.5% |
| Participant deferral / active EE | $15,178 | $8,102+87.3% | $7,760+95.6% | $6,713+126.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |