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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 | $28,065 | $157,304-82.2% | $141,197-80.1% | $152,909-81.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 41.59% | 64.34%-22.8pp | 71.41%-29.8pp | 345.46%-303.9pp |
| Employer contribution / active EE | $11,819 | $5,263+124.6% | $4,736+149.5% | $4,764+148.1% |
| Participant deferral / active EE | $10,191 | $7,111+43.3% | $6,710+51.9% | $5,851+74.2% |
| Admin fee / account holder | $83 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |