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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 | $68,400 | $111,785-38.8% | $93,669-27.0% | $145,877-53.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.55% | 203.79%-195.2pp | 133.59%-125.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $14,367 | $3,096+364.1% | $2,424+492.8% | $4,663+208.1% |
| Participant deferral / active EE | $9,893 | $4,919+101.1% | $4,416+124.0% | $6,691+47.9% |
| Admin fee / account holder | $299 | $10,256-97.1% | $8,291-96.4% | $13,402-97.8% |