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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 | $67,382 | $125,237-46.2% | $105,608-36.2% | $145,877-53.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.94% | 225.76%-213.8pp | 116.50%-104.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $12,837 | $3,720+245.0% | $3,167+305.3% | $4,663+175.3% |
| Participant deferral / active EE | $6,248 | $5,711+9.4% | $5,010+24.7% | $6,691-6.6% |
| Admin fee / account holder | $192 | $17,287-98.9% | $11,028-98.3% | $13,402-98.6% |