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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 | $150,346-79.6% | $120,524-74.6% | $145,877-79.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.10% | 154.40%-140.3pp | 107.36%-93.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $4,110 | $4,353-5.6% | $3,469+18.5% | $4,663-11.9% |
| Participant deferral / active EE | $7,513 | $6,172+21.7% | $4,994+50.4% | $6,691+12.3% |
| Admin fee / account holder | $233 | $12,215-98.1% | $9,440-97.5% | $13,402-98.3% |