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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 | $53,616 | $150,435-64.4% | $120,580-55.5% | $145,897-63.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 16.59% | 154.60%-138.0pp | 107.48%-90.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,025 | $4,352-53.5% | $3,469-41.6% | $4,663-56.6% |
| Participant deferral / active EE | $10,750 | $6,174+74.1% | $4,995+115.2% | $6,689+60.7% |
| Admin fee / account holder | $202 | $12,182-98.3% | $9,418-97.9% | $13,390-98.5% |