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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 | $67,224 | $104,937-35.9% | $84,628-20.6% | $152,897-56.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.80% | 373.88%-351.1pp | 258.80%-236.0pp | 345.43%-322.6pp |
| Employer contribution / active EE | $23,664 | $3,303+616.4% | $2,653+792.0% | $4,764+396.8% |
| Participant deferral / active EE | $9,952 | $4,690+112.2% | $3,900+155.2% | $5,851+70.1% |
| Admin fee / account holder | $158 | $6,243-97.5% | $4,914-96.8% | $11,599-98.6% |