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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 | $70,850 | $110,551-35.9% | $80,741-12.3% | $167,536-57.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 23.88% | 120.57%-96.7pp | 87.30%-63.4pp | 478.82%-454.9pp |
| Employer contribution / active EE | $11,937 | $1,543+673.7% | $1,160+929.0% | $4,839+146.7% |
| Participant deferral / active EE | $9,719 | $2,870+238.6% | $2,145+353.0% | $6,342+53.2% |
| Admin fee / account holder | $296 | $4,547-93.5% | $3,380-91.2% | $12,315-97.6% |