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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 | $33,831 | $107,363-68.5% | $92,909-63.6% | $152,897-77.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.24% | 145.63%-127.4pp | 109.44%-91.2pp | 345.43%-327.2pp |
| Employer contribution / active EE | $8,114 | $4,222+92.2% | $3,653+122.1% | $4,764+70.3% |
| Participant deferral / active EE | $6,352 | $4,848+31.0% | $4,238+49.9% | $5,851+8.6% |
| Admin fee / account holder | $296 | $7,082-95.8% | $5,795-94.9% | $11,599-97.4% |