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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 | $37,082 | $80,992-54.2% | $96,534-61.6% | $75,173-50.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 103.11% | 27.05%+76.1pp | 25.88%+77.2pp | 160.72%-57.6pp |
| Employer contribution / active EE | $8,830 | $2,283+286.8% | $2,965+197.7% | $2,671+230.6% |
| Participant deferral / active EE | $11,657 | $3,929+196.7% | $4,851+140.3% | $4,126+182.5% |
| Admin fee / account holder | $184 | $6,717-97.3% | $8,253-97.8% | $5,651-96.7% |