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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 | $32,951 | $118,869-72.3% | $96,575-65.9% | $167,518-80.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.47% | 50.49%-39.0pp | 37.79%-26.3pp | 478.71%-467.2pp |
| Employer contribution / active EE | $12,287 | $3,120+293.8% | $2,357+421.4% | $4,838+153.9% |
| Participant deferral / active EE | $7,931 | $4,616+71.8% | $3,849+106.1% | $6,342+25.1% |
| Admin fee / account holder | $44 | $8,067-99.5% | $6,182-99.3% | $12,312-99.6% |