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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 | $50,018 | $98,760-49.4% | $149,715-66.6% | $79,858-37.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.06% | 27.43%-2.4pp | 276.66%-251.6pp | 31.72%-6.7pp |
| Employer contribution / active EE | $8,538 | $3,217+165.4% | $4,645+83.8% | $2,471+245.5% |
| Participant deferral / active EE | $3,212 | $5,681-43.5% | $6,842-53.1% | $3,740-14.1% |
| Admin fee / account holder | $131 | $6,053-97.8% | $9,310-98.6% | $5,306-97.5% |