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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 | $110,039-61.3% | $97,260-56.2% | $145,884-70.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.62% | 244.44%-230.8pp | 75.54%-61.9pp | 551.85%-538.2pp |
| Employer contribution / active EE | $3,388 | $3,074+10.2% | $2,721+24.5% | $4,662-27.3% |
| Participant deferral / active EE | $2,780 | $4,674-40.5% | $4,262-34.8% | $6,690-58.4% |
| Admin fee / account holder | $59 | $6,204-99.1% | $5,640-99.0% | $13,392-99.6% |