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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 | $49,934 | $132,634-62.4% | $115,768-56.9% | $137,256-63.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.37% | 160.70%-147.3pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $7,832 | $3,360+133.1% | $2,940+166.4% | $4,156+88.5% |
| Participant deferral / active EE | $5,914 | $5,619+5.3% | $4,917+20.3% | $6,407-7.7% |
| Admin fee / account holder | $249 | $15,028-98.3% | $12,439-98.0% | $12,270-98.0% |