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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 | $82,005 | $107,368-23.6% | $92,915-11.7% | $152,909-46.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.03% | 145.64%-122.6pp | 109.45%-86.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $10,130 | $4,222+139.9% | $3,653+177.3% | $4,764+112.6% |
| Participant deferral / active EE | $7,538 | $4,848+55.5% | $4,238+77.9% | $5,851+28.8% |
| Admin fee / account holder | $4 | $7,082-99.9% | $5,796-99.9% | $11,601-100.0% |