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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 | $150,197-73.0% | $120,368-66.3% | $145,959-72.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.09% | 154.26%-134.2pp | 107.26%-87.2pp | 561.95%-541.9pp |
| Employer contribution / active EE | $14,252 | $4,350+227.6% | $3,465+311.4% | $4,661+205.8% |
| Participant deferral / active EE | $5,752 | $6,174-6.8% | $4,991+15.2% | $6,689-14.0% |
| Admin fee / account holder | $156 | $12,216-98.7% | $9,429-98.4% | $13,398-98.8% |