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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 | $58,397 | $107,368-45.6% | $92,915-37.2% | $152,909-61.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.64% | 145.64%-119.0pp | 109.45%-82.8pp | 345.46%-318.8pp |
| Employer contribution / active EE | $8,391 | $4,222+98.7% | $3,653+129.7% | $4,764+76.1% |
| Participant deferral / active EE | $3,571 | $4,848-26.3% | $4,238-15.7% | $5,851-39.0% |
| Admin fee / account holder | $13 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |