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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 | $58,150 | $111,878-48.0% | $93,727-38.0% | $145,897-60.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.38% | 204.28%-185.9pp | 133.83%-115.4pp | 552.29%-533.9pp |
| Employer contribution / active EE | $5,989 | $3,092+93.7% | $2,421+147.4% | $4,663+28.5% |
| Participant deferral / active EE | $2,697 | $4,920-45.2% | $4,417-38.9% | $6,689-59.7% |
| Admin fee / account holder | $151 | $10,256-98.5% | $8,292-98.2% | $13,390-98.9% |