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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 | $42,620 | $109,967-61.2% | $97,197-56.2% | $145,877-70.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.62% | 244.27%-230.6pp | 75.47%-61.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,388 | $3,077+10.1% | $2,723+24.4% | $4,663-27.3% |
| Participant deferral / active EE | $2,780 | $4,676-40.6% | $4,263-34.8% | $6,691-58.5% |
| Admin fee / account holder | $59 | $6,199-99.1% | $5,637-99.0% | $13,402-99.6% |