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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 | $74,645 | $112,131-33.4% | $95,964-22.2% | $158,982-53.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.83% | 171.19%-157.4pp | 91.64%-77.8pp | 302.99%-289.2pp |
| Employer contribution / active EE | $8,345 | $3,199+160.9% | $2,541+228.4% | $4,763+75.2% |
| Participant deferral / active EE | $8,572 | $4,784+79.2% | $4,167+105.7% | $5,983+43.3% |
| Admin fee / account holder | $89 | $10,136-99.1% | $6,797-98.7% | $11,252-99.2% |