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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 | $64,463 | $150,207-57.1% | $120,380-46.5% | $145,978-55.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.24% | 154.28%-139.0pp | 107.28%-92.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $8,276 | $4,351+90.2% | $3,465+138.8% | $4,662+77.5% |
| Participant deferral / active EE | $12,571 | $6,175+103.6% | $4,992+151.8% | $6,690+87.9% |
| Admin fee / account holder | $233 | $12,203-98.1% | $9,421-97.5% | $13,400-98.3% |