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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 | $77,548 | $105,158-26.3% | $94,672-18.1% | $139,487-44.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.09% | 38.11%-16.0pp | 156.89%-134.8pp | 373.84%-351.7pp |
| Employer contribution / active EE | $9,355 | $4,107+127.8% | $3,673+154.7% | $4,755+96.8% |
| Participant deferral / active EE | $16,685 | $7,599+119.6% | $7,417+124.9% | $6,713+148.6% |
| Admin fee / account holder | $255 | $8,972-97.2% | $7,222-96.5% | $11,407-97.8% |