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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 | $71,030 | $95,406-25.6% | $185,849-61.8% | $85,847-17.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.84% | 23.59%-4.7pp | 122.10%-103.3pp | 318.61%-299.8pp |
| Employer contribution / active EE | $7,556 | $3,314+128.0% | $5,169+46.2% | $2,565+194.5% |
| Participant deferral / active EE | $8,353 | $3,424+144.0% | $5,569+50.0% | $3,952+111.4% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |