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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 | $39,766 | $126,519-68.6% | $106,201-62.6% | $145,959-72.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 28.51% | 225.10%-196.6pp | 116.26%-87.8pp | 561.95%-533.4pp |
| Employer contribution / active EE | $5,426 | $3,726+45.6% | $3,170+71.2% | $4,661+16.4% |
| Participant deferral / active EE | $12,768 | $5,716+123.4% | $5,012+154.7% | $6,689+90.9% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |