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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 | $52,173 | $125,184-58.3% | $105,607-50.6% | $145,884-64.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 42.65% | 225.00%-182.3pp | 116.11%-73.5pp | 551.85%-509.2pp |
| Employer contribution / active EE | $7,618 | $3,720+104.8% | $3,167+140.5% | $4,662+63.4% |
| Participant deferral / active EE | $13,549 | $5,714+137.1% | $5,011+170.4% | $6,690+102.5% |
| Admin fee / account holder | $173 | $17,133-99.0% | $10,958-98.4% | $13,392-98.7% |