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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 | $27,547 | $112,112-75.4% | $95,956-71.3% | $158,950-82.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.75% | 171.15%-164.4pp | 91.63%-84.9pp | 302.91%-296.2pp |
| Employer contribution / active EE | $5,224 | $3,199+63.3% | $2,541+105.6% | $4,762+9.7% |
| Participant deferral / active EE | $7,424 | $4,784+55.2% | $4,167+78.2% | $5,983+24.1% |
| Admin fee / account holder | $155 | $10,134-98.5% | $6,797-97.7% | $11,248-98.6% |