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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 | $56,637 | $108,942-48.0% | $100,415-43.6% | $145,897-61.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 58.27%-43.2pp | 49.47%-34.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $7,870 | $4,422+78.0% | $3,943+99.6% | $4,663+68.8% |
| Participant deferral / active EE | $13,402 | $8,461+58.4% | $8,091+65.6% | $6,689+100.3% |
| Admin fee / account holder | $259 | $9,702-97.3% | $7,906-96.7% | $13,390-98.1% |