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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 | $23,210 | $112,935-79.4% | $90,970-74.5% | $158,966-85.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.13% | 215.79%-195.7pp | 134.58%-114.5pp | 302.95%-282.8pp |
| Employer contribution / active EE | $7,643 | $2,895+164.0% | $2,122+260.1% | $4,762+60.5% |
| Participant deferral / active EE | $4,829 | $4,129+17.0% | $3,373+43.2% | $5,983-19.3% |
| Admin fee / account holder | $89 | $8,045-98.9% | $5,960-98.5% | $11,250-99.2% |