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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 | $30,950 | $112,121-72.4% | $95,960-67.7% | $158,966-80.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.59% | 171.16%-149.6pp | 91.63%-70.0pp | 302.95%-281.4pp |
| Employer contribution / active EE | $8,699 | $3,199+171.9% | $2,541+242.3% | $4,762+82.7% |
| Participant deferral / active EE | $3,214 | $4,784-32.8% | $4,167-22.9% | $5,983-46.3% |
| Admin fee / account holder | $12 | $10,135-99.9% | $6,797-99.8% | $11,250-99.9% |