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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 | $67,801 | $112,112-39.5% | $95,956-29.3% | $158,950-57.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.19% | 171.15%-157.0pp | 91.63%-77.4pp | 302.91%-288.7pp |
| Employer contribution / active EE | $4,830 | $3,199+51.0% | $2,541+90.1% | $4,762+1.4% |
| Participant deferral / active EE | $12,950 | $4,784+170.7% | $4,167+210.8% | $5,983+116.4% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,797-100.0% | $11,248-100.0% |