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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 | $58,563 | $183,539-68.1% | $155,556-62.4% | $145,897-59.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.53% | 61.31%-40.8pp | 64.84%-44.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $11,012 | $5,315+107.2% | $4,675+135.5% | $4,663+136.2% |
| Participant deferral / active EE | $10,687 | $6,467+65.3% | $5,631+89.8% | $6,689+59.8% |
| Admin fee / account holder | $206 | $19,275-98.9% | $15,885-98.7% | $13,390-98.5% |