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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 | $110,093-61.3% | $97,295-56.2% | $145,897-70.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.62% | 244.76%-231.1pp | 75.62%-62.0pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,388 | $3,077+10.1% | $2,723+24.4% | $4,663-27.3% |
| Participant deferral / active EE | $2,780 | $4,678-40.6% | $4,264-34.8% | $6,689-58.4% |
| Admin fee / account holder | $59 | $6,212-99.1% | $5,646-99.0% | $13,390-99.6% |