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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 | $90,187 | $99,079-9.0% | $78,002+15.6% | $273,972-67.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.23% | 217.93%-211.7pp | 425.99%-419.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $14,965 | $3,308+352.4% | $2,470+505.8% | $4,869+207.4% |
| Participant deferral / active EE | $6,638 | $4,306+54.1% | $3,497+89.8% | $5,287+25.5% |
| Admin fee / account holder | $14 | $8,954-99.8% | $5,481-99.7% | $10,133-99.9% |