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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 | $30,612 | $150,435-79.7% | $120,580-74.6% | $145,897-79.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 14.10% | 154.60%-140.5pp | 107.48%-93.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $4,110 | $4,352-5.6% | $3,469+18.5% | $4,663-11.9% |
| Participant deferral / active EE | $7,513 | $6,174+21.7% | $4,995+50.4% | $6,689+12.3% |
| Admin fee / account holder | $233 | $12,182-98.1% | $9,418-97.5% | $13,390-98.3% |