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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 | $71,798 | $114,073-37.1% | $96,161-25.3% | $167,518-57.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 28.94% | 189.95%-161.0pp | 192.01%-163.1pp | 478.71%-449.8pp |
| Employer contribution / active EE | $8,181 | $3,428+138.6% | $2,798+192.4% | $4,838+69.1% |
| Participant deferral / active EE | $19,739 | $5,195+280.0% | $4,349+353.8% | $6,342+211.2% |
| Admin fee / account holder | $40 | $6,899-99.4% | $5,538-99.3% | $12,312-99.7% |