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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 | $30,367 | $82,288-63.1% | $68,794-55.9% | $134,509-77.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 70.77% | -2.19%+73.0pp | -6.37%+77.1pp | 418.13%-347.4pp |
| Employer contribution / active EE | $28,650 | $3,301+768.0% | $2,656+978.9% | $4,741+504.4% |
| Participant deferral / active EE | $9,229 | $4,738+94.8% | $3,941+134.2% | $6,400+44.2% |
| Admin fee / account holder | $137 | $6,482-97.9% | $4,934-97.2% | $11,427-98.8% |