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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 | $80,934 | $183,539-55.9% | $155,556-48.0% | $145,897-44.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.19% | 61.31%-27.1pp | 64.84%-30.6pp | 552.29%-518.1pp |
| Employer contribution / active EE | $4,348 | $5,315-18.2% | $4,675-7.0% | $4,663-6.7% |
| Participant deferral / active EE | $15,654 | $6,467+142.1% | $5,631+178.0% | $6,689+134.0% |
| Admin fee / account holder | $50 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |