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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 | $38,969 | $112,121-65.2% | $95,960-59.4% | $158,966-75.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 32.39% | 171.16%-138.8pp | 91.63%-59.2pp | 302.95%-270.6pp |
| Employer contribution / active EE | $9,613 | $3,199+200.5% | $2,541+278.3% | $4,762+101.9% |
| Participant deferral / active EE | $9,187 | $4,784+92.0% | $4,167+120.5% | $5,983+53.6% |
| Admin fee / account holder | $34 | $10,135-99.7% | $6,797-99.5% | $11,250-99.7% |