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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 | $20,828 | $125,237-83.4% | $105,608-80.3% | $145,877-85.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.57% | 225.76%-208.2pp | 116.50%-98.9pp | 551.28%-533.7pp |
| Employer contribution / active EE | $8,182 | $3,720+119.9% | $3,167+158.4% | $4,663+75.5% |
| Participant deferral / active EE | $10,852 | $5,711+90.0% | $5,010+116.6% | $6,691+62.2% |
| Admin fee / account holder | $27 | $17,287-99.8% | $11,028-99.8% | $13,402-99.8% |