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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 | $36,529 | $211,239-82.7% | $178,528-79.5% | $145,877-75.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 50.75% | 30.22%+20.5pp | 27.11%+23.6pp | 551.28%-500.5pp |
| Employer contribution / active EE | $21,539 | $4,570+371.3% | $3,950+445.2% | $4,663+361.9% |
| Participant deferral / active EE | $7,088 | $6,963+1.8% | $6,278+12.9% | $6,691+5.9% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |