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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 | $24,200 | $109,908-78.0% | $97,161-75.1% | $145,978-83.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.21% | 243.80%-231.6pp | 75.36%-63.1pp | 550.52%-538.3pp |
| Employer contribution / active EE | $7,537 | $3,077+144.9% | $2,723+176.7% | $4,662+61.7% |
| Participant deferral / active EE | $4,344 | $4,679-7.2% | $4,265+1.8% | $6,690-35.1% |
| Admin fee / account holder | $44 | $6,213-99.3% | $5,647-99.2% | $13,400-99.7% |