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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 | $55,608 | $112,131-50.4% | $95,964-42.1% | $158,982-65.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.65% | 171.19%-156.5pp | 91.64%-77.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $7,552 | $3,199+136.1% | $2,541+197.2% | $4,763+58.6% |
| Participant deferral / active EE | $6,456 | $4,784+35.0% | $4,167+55.0% | $5,983+7.9% |
| Admin fee / account holder | $260 | $10,136-97.4% | $6,797-96.2% | $11,252-97.7% |