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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 | $111,785-48.0% | $93,669-37.9% | $145,877-60.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.38% | 203.79%-185.4pp | 133.59%-115.2pp | 551.28%-532.9pp |
| Employer contribution / active EE | $5,989 | $3,096+93.5% | $2,424+147.1% | $4,663+28.4% |
| Participant deferral / active EE | $2,697 | $4,919-45.2% | $4,416-38.9% | $6,691-59.7% |
| Admin fee / account holder | $151 | $10,256-98.5% | $8,291-98.2% | $13,402-98.9% |