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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 | $81,980 | $112,933-27.4% | $90,970-9.9% | $158,982-48.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.77% | 215.82%-198.1pp | 134.60%-116.8pp | 302.99%-285.2pp |
| Employer contribution / active EE | $19,252 | $2,893+565.4% | $2,122+807.3% | $4,763+304.2% |
| Participant deferral / active EE | $9,479 | $4,128+129.6% | $3,373+181.0% | $5,983+58.4% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |