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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 | $55,531 | $112,933-50.8% | $90,970-39.0% | $158,982-65.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.41% | 215.82%-195.4pp | 134.60%-114.2pp | 302.99%-282.6pp |
| Employer contribution / active EE | $9,829 | $2,893+239.7% | $2,122+363.2% | $4,763+106.4% |
| Participant deferral / active EE | $2,427 | $4,128-41.2% | $3,373-28.0% | $5,983-59.4% |
| Admin fee / account holder | $11 | $8,047-99.9% | $5,961-99.8% | $11,252-99.9% |