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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 | $41,404 | $154,145-73.1% | $130,014-68.2% | $139,427-70.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 50.52% | 32.49%+18.0pp | -137.22%+187.7pp | 373.27%-322.8pp |
| Employer contribution / active EE | $6,488 | $5,290+22.6% | $4,320+50.2% | $4,752+36.5% |
| Participant deferral / active EE | $20,760 | $6,711+209.4% | $5,821+256.7% | $6,711+209.3% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |