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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 | $34,052 | $157,304-78.4% | $141,197-75.9% | $152,909-77.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.59% | 64.34%-47.8pp | 71.41%-54.8pp | 345.46%-328.9pp |
| Employer contribution / active EE | $11,802 | $5,263+124.3% | $4,736+149.2% | $4,764+147.7% |
| Participant deferral / active EE | $7,775 | $7,111+9.3% | $6,710+15.9% | $5,851+32.9% |
| Admin fee / account holder | $86 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |