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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 | $82,324-63.1% | $68,803-55.9% | $134,545-77.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 70.77% | -2.17%+72.9pp | -6.37%+77.1pp | 418.37%-347.6pp |
| Employer contribution / active EE | $28,650 | $3,302+767.8% | $2,656+978.8% | $4,742+504.2% |
| Participant deferral / active EE | $9,229 | $4,740+94.7% | $3,942+134.1% | $6,401+44.2% |
| Admin fee / account holder | $137 | $6,485-97.9% | $4,936-97.2% | $11,431-98.8% |