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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 | $150,231 | $96,630+55.5% | $86,605+73.5% | $139,427+7.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.74% | 106.48%-82.7pp | 591.39%-567.7pp | 373.27%-349.5pp |
| Employer contribution / active EE | $10,137 | $3,264+210.6% | $3,023+235.3% | $4,752+113.3% |
| Participant deferral / active EE | $16,399 | $4,836+239.1% | $4,438+269.5% | $6,711+144.4% |
| Admin fee / account holder | $21 | $6,405-99.7% | $5,611-99.6% | $11,404-99.8% |