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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 | $74,102 | $111,785-33.7% | $93,669-20.9% | $145,877-49.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.40% | 203.79%-186.4pp | 133.59%-116.2pp | 551.28%-533.9pp |
| Employer contribution / active EE | $7,532 | $3,096+143.3% | $2,424+210.8% | $4,663+61.5% |
| Participant deferral / active EE | $24,593 | $4,919+400.0% | $4,416+457.0% | $6,691+267.6% |
| Admin fee / account holder | $74 | $10,256-99.3% | $8,291-99.1% | $13,402-99.5% |