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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 | $60,425 | $111,878-46.0% | $93,727-35.5% | $145,897-58.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.22% | 204.28%-192.1pp | 133.83%-121.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $10,582 | $3,092+242.2% | $2,421+337.0% | $4,663+127.0% |
| Participant deferral / active EE | $8,327 | $4,920+69.2% | $4,417+88.5% | $6,689+24.5% |
| Admin fee / account holder | $5 | $10,256-99.9% | $8,292-99.9% | $13,390-100.0% |