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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 | $79,360 | $118,708-33.1% | $98,920-19.8% | $158,966-50.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.81% | 372.49%-355.7pp | 196.47%-179.7pp | 302.95%-286.1pp |
| Employer contribution / active EE | $5,697 | $3,334+70.9% | $2,689+111.8% | $4,762+19.6% |
| Participant deferral / active EE | $4,091 | $5,089-19.6% | $4,245-3.6% | $5,983-31.6% |
| Admin fee / account holder | $17 | $10,134-99.8% | $6,643-99.7% | $11,250-99.9% |