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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 | $81,527 | $142,426-42.8% | $115,167-29.2% | $152,909-46.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 137.54% | 41.48%+96.1pp | 35.60%+101.9pp | 345.46%-207.9pp |
| Employer contribution / active EE | $7,742 | $4,011+93.0% | $3,179+143.5% | $4,764+62.5% |
| Participant deferral / active EE | $7,958 | $5,165+54.1% | $4,169+90.9% | $5,851+36.0% |
| Admin fee / account holder | $21 | $8,464-99.8% | $7,089-99.7% | $11,601-99.8% |