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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 | $30,550 | $112,131-72.8% | $95,964-68.2% | $158,982-80.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.73% | 171.19%-161.5pp | 91.64%-81.9pp | 302.99%-293.3pp |
| Employer contribution / active EE | $7,717 | $3,199+141.2% | $2,541+203.7% | $4,763+62.0% |
| Participant deferral / active EE | $5,223 | $4,784+9.2% | $4,167+25.4% | $5,983-12.7% |
| Admin fee / account holder | $56 | $10,136-99.5% | $6,797-99.2% | $11,252-99.5% |