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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 | $38,183 | $118,496-67.8% | $98,461-61.2% | $139,466-72.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 59.92% | 18.96%+41.0pp | 21.17%+38.8pp | 373.66%-313.7pp |
| Employer contribution / active EE | $11,192 | $3,611+210.0% | $3,049+267.1% | $4,754+135.4% |
| Participant deferral / active EE | $16,114 | $5,393+198.8% | $4,738+240.1% | $6,712+140.1% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |