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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 | $149,850 | $63,346+136.6% | $92,240+62.5% | $70,126+113.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.48% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $4,403 | $2,471+78.2% | $3,680+19.7% | $2,343+88.0% |
| Participant deferral / active EE | $2,210 | $2,854-22.6% | $3,897-43.3% | $3,332-33.7% |
| Admin fee / account holder | $90 | $3,841-97.6% | $5,194-98.3% | $4,645-98.1% |