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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 | $60,139+31.8% | $90,461-12.3% | $79,856-0.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.20% | 71.96%-54.8pp | 1294.76%-1277.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $5,182 | $2,069+150.5% | $3,264+58.8% | $2,471+109.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $199 | $3,978-95.0% | $5,617-96.5% | $5,306-96.2% |