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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 | $57,643 | $154,365-62.7% | $130,231-55.7% | $139,456-58.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 1125.65% | 30.34%+1095.3pp | 38.77%+1086.9pp | 373.45%+752.2pp |
| Employer contribution / active EE | $8,941 | $5,170+72.9% | $4,126+116.7% | $4,753+88.1% |
| Participant deferral / active EE | $13,338 | $8,498+56.9% | $6,799+96.2% | $6,711+98.7% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,407-100.0% |