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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 | $76,611 | $107,368-28.6% | $92,915-17.5% | $152,909-49.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.08% | 145.64%-122.6pp | 109.45%-86.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $8,345 | $4,222+97.6% | $3,653+128.4% | $4,764+75.2% |
| Participant deferral / active EE | $7,581 | $4,848+56.4% | $4,238+78.9% | $5,851+29.6% |
| Admin fee / account holder | $188 | $7,082-97.4% | $5,796-96.8% | $11,601-98.4% |