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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 | $44,576 | $175,259-74.6% | $149,723-70.2% | $139,487-68.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.55% | 166.82%-140.3pp | 134.50%-108.0pp | 373.84%-347.3pp |
| Employer contribution / active EE | $12,169 | $5,478+122.1% | $4,821+152.4% | $4,755+155.9% |
| Participant deferral / active EE | $5,411 | $6,522-17.0% | $5,682-4.8% | $6,713-19.4% |
| Admin fee / account holder | $127 | $16,158-99.2% | $13,215-99.0% | $11,407-98.9% |