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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 | $62,712 | $150,435-58.3% | $120,580-48.0% | $145,897-57.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 19.45% | 154.60%-135.2pp | 107.48%-88.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $11,471 | $4,352+163.6% | $3,469+230.6% | $4,663+146.0% |
| Participant deferral / active EE | $11,991 | $6,174+94.2% | $4,995+140.0% | $6,689+79.3% |
| Admin fee / account holder | $7 | $12,182-99.9% | $9,418-99.9% | $13,390-99.9% |