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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 | $79,293 | $60,119+31.9% | $90,430-12.3% | $79,858-0.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.20% | 71.94%-54.7pp | 1293.73%-1276.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $5,182 | $2,068+150.6% | $3,262+58.9% | $2,471+109.7% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $199 | $3,976-95.0% | $5,613-96.5% | $5,306-96.2% |