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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 | $49,059 | $111,878-56.1% | $93,727-47.7% | $145,897-66.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.57% | 204.28%-194.7pp | 133.83%-124.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $6,662 | $3,092+115.5% | $2,421+175.1% | $4,663+42.9% |
| Participant deferral / active EE | $6,662 | $4,920+35.4% | $4,417+50.8% | $6,689-0.4% |
| Admin fee / account holder | $185 | $10,256-98.2% | $8,292-97.8% | $13,390-98.6% |