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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 | $10,387 | $109,908-90.5% | $97,161-89.3% | $145,978-92.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 30.53% | 243.80%-213.3pp | 75.36%-44.8pp | 550.52%-520.0pp |
| Employer contribution / active EE | $3,955 | $3,077+28.5% | $2,723+45.2% | $4,662-15.2% |
| Participant deferral / active EE | $5,613 | $4,679+20.0% | $4,265+31.6% | $6,690-16.1% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |