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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 | $20,543 | $107,368-80.9% | $92,915-77.9% | $152,909-86.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.36% | 145.64%-128.3pp | 109.45%-92.1pp | 345.46%-328.1pp |
| Employer contribution / active EE | $7,875 | $4,222+86.5% | $3,653+115.6% | $4,764+65.3% |
| Participant deferral / active EE | $5,123 | $4,848+5.7% | $4,238+20.9% | $5,851-12.4% |
| Admin fee / account holder | $239 | $7,082-96.6% | $5,796-95.9% | $11,601-97.9% |