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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 | $76,907 | $106,008-27.5% | $92,240-16.6% | $147,586-47.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.11% | 50.05%-28.9pp | 176.29%-155.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $4,153 | $4,333-4.2% | $3,680+12.9% | $4,876-14.8% |
| Participant deferral / active EE | $5,074 | $4,478+13.3% | $3,897+30.2% | $5,439-6.7% |
| Admin fee / account holder | $11 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |