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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 | $81,509 | $150,207-45.7% | $120,380-32.3% | $145,978-44.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.92% | 154.28%-136.4pp | 107.28%-89.4pp | 550.52%-532.6pp |
| Employer contribution / active EE | $23,721 | $4,351+445.2% | $3,465+584.6% | $4,662+408.8% |
| Participant deferral / active EE | $2,244 | $6,175-63.7% | $4,992-55.1% | $6,690-66.5% |
| Admin fee / account holder | $171 | $12,203-98.6% | $9,421-98.2% | $13,400-98.7% |