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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 | $44,802 | $144,130-68.9% | $117,861-62.0% | $147,586-69.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.35% | 531.20%-514.8pp | 335.11%-318.8pp | 578.59%-562.2pp |
| Employer contribution / active EE | $8,199 | $4,897+67.4% | $3,786+116.5% | $4,876+68.1% |
| Participant deferral / active EE | $7,917 | $5,316+48.9% | $4,482+76.6% | $5,439+45.6% |
| Admin fee / account holder | $94 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |