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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 | $49,281 | $232,540-78.8% | $185,117-73.4% | $147,586-66.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,574 | $5,195+7.3% | $4,182+33.3% | $4,876+14.3% |
| Participant deferral / active EE | $15,100 | $5,834+158.8% | $5,045+199.3% | $5,439+177.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |