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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 | $50,304 | $183,627-72.6% | $155,602-67.7% | $145,978-65.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.62% | 61.32%-27.7pp | 64.81%-31.2pp | 550.52%-516.9pp |
| Employer contribution / active EE | $22,079 | $5,316+315.3% | $4,675+372.3% | $4,662+373.6% |
| Participant deferral / active EE | $10,321 | $6,466+59.6% | $5,629+83.4% | $6,690+54.3% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |