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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 | $58,914 | $110,410-46.6% | $102,437-42.5% | $145,897-59.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 112.45% | 24.85%+87.6pp | 24.95%+87.5pp | 552.29%-439.8pp |
| Employer contribution / active EE | $3,629 | $4,217-13.9% | $3,871-6.2% | $4,663-22.2% |
| Participant deferral / active EE | $11,929 | $5,622+112.2% | $5,060+135.8% | $6,689+78.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |