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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 | $40,546 | $150,346-73.0% | $120,524-66.4% | $145,877-72.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.09% | 154.40%-134.3pp | 107.36%-87.3pp | 551.28%-531.2pp |
| Employer contribution / active EE | $14,252 | $4,353+227.4% | $3,469+310.8% | $4,663+205.6% |
| Participant deferral / active EE | $5,752 | $6,172-6.8% | $4,994+15.2% | $6,691-14.0% |
| Admin fee / account holder | $156 | $12,215-98.7% | $9,440-98.4% | $13,402-98.8% |