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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 | $51,000 | $134,817-62.2% | $123,973-58.9% | $155,188-67.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.86% | 515.49%-495.6pp | 388.13%-368.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $12,977 | $4,425+193.3% | $4,126+214.5% | $4,248+205.5% |
| Participant deferral / active EE | $5,585 | $5,706-2.1% | $5,247+6.4% | $6,531-14.5% |
| Admin fee / account holder | $16 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |