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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 | $78,127 | $117,846-33.7% | $102,434-23.7% | $145,884-46.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 70.73% | 31.90%+38.8pp | 29.46%+41.3pp | 551.85%-481.1pp |
| Employer contribution / active EE | $7,121 | $3,615+97.0% | $3,023+135.5% | $4,662+52.7% |
| Participant deferral / active EE | $19,326 | $5,733+237.1% | $5,055+282.3% | $6,690+188.9% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |