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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 | $45,717 | $154,209-70.4% | $130,062-64.8% | $139,487-67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.90% | 32.52%-14.6pp | -137.37%+155.3pp | 373.84%-355.9pp |
| Employer contribution / active EE | $9,412 | $5,292+77.8% | $4,322+117.8% | $4,755+98.0% |
| Participant deferral / active EE | $2,448 | $6,709-63.5% | $5,821-57.9% | $6,713-63.5% |
| Admin fee / account holder | $20 | $13,988-99.9% | $10,601-99.8% | $11,407-99.8% |