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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 | $25,924 | $107,368-75.9% | $92,915-72.1% | $152,909-83.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.93% | 145.64%-124.7pp | 109.45%-88.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $7,077 | $4,222+67.6% | $3,653+93.7% | $4,764+48.6% |
| Participant deferral / active EE | $5,700 | $4,848+17.6% | $4,238+34.5% | $5,851-2.6% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,796-99.7% | $11,601-99.8% |