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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 | $85,388 | $112,933-24.4% | $90,970-6.1% | $158,982-46.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 55.96% | 215.82%-159.9pp | 134.60%-78.6pp | 302.99%-247.0pp |
| Employer contribution / active EE | $30,598 | $2,893+957.5% | $2,122+1342.1% | $4,763+542.4% |
| Participant deferral / active EE | $19,500 | $4,128+372.4% | $3,373+478.1% | $5,983+225.9% |
| Admin fee / account holder | $294 | $8,047-96.3% | $5,961-95.1% | $11,252-97.4% |