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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 | $37,979 | $115,814-67.2% | $101,275-62.5% | $158,982-76.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.65% | 56.16%-33.5pp | 46.48%-23.8pp | 302.99%-280.3pp |
| Employer contribution / active EE | $7,811 | $4,176+87.1% | $3,660+113.4% | $4,763+64.0% |
| Participant deferral / active EE | $6,500 | $4,958+31.1% | $4,371+48.7% | $5,983+8.6% |
| Admin fee / account holder | $19 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |