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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 | $36,448 | $112,131-67.5% | $95,964-62.0% | $158,982-77.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.10% | 171.19%-146.1pp | 91.64%-66.5pp | 302.99%-277.9pp |
| Employer contribution / active EE | $15,898 | $3,199+396.9% | $2,541+525.6% | $4,763+233.8% |
| Participant deferral / active EE | $2,795 | $4,784-41.6% | $4,167-32.9% | $5,983-53.3% |
| Admin fee / account holder | $215 | $10,136-97.9% | $6,797-96.8% | $11,252-98.1% |