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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 | $62,384 | $154,193-59.5% | $130,045-52.0% | $139,466-55.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.86% | 32.51%-5.6pp | -137.30%+164.2pp | 373.66%-346.8pp |
| Employer contribution / active EE | $14,524 | $5,292+174.5% | $4,321+236.1% | $4,754+205.5% |
| Participant deferral / active EE | $7,967 | $6,709+18.8% | $5,820+36.9% | $6,712+18.7% |
| Admin fee / account holder | $18 | $13,989-99.9% | $10,600-99.8% | $11,409-99.8% |