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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 | $25,327 | $111,878-77.4% | $93,727-73.0% | $145,897-82.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.22% | 204.28%-195.1pp | 133.83%-124.6pp | 552.29%-543.1pp |
| Employer contribution / active EE | $7,343 | $3,092+137.5% | $2,421+203.2% | $4,663+57.5% |
| Participant deferral / active EE | $7,888 | $4,920+60.3% | $4,417+78.6% | $6,689+17.9% |
| Admin fee / account holder | $183 | $10,256-98.2% | $8,292-97.8% | $13,390-98.6% |