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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 | $24,886 | $124,336-80.0% | $111,303-77.6% | $167,518-85.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 73.64% | 37.45%+36.2pp | 54.66%+19.0pp | 478.71%-405.1pp |
| Employer contribution / active EE | $10,059 | $3,436+192.7% | $2,731+268.3% | $4,838+107.9% |
| Participant deferral / active EE | $12,262 | $5,181+136.7% | $4,487+173.3% | $6,342+93.3% |
| Admin fee / account holder | $63 | $10,623-99.4% | $7,966-99.2% | $12,312-99.5% |