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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 | $60,615 | $72,071-15.9% | $68,368-11.3% | $137,256-55.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.93% | 353.14%-331.2pp | 292.57%-270.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,648 | $2,788+66.7% | $2,649+75.5% | $4,156+11.8% |
| Participant deferral / active EE | $15,614 | $4,410+254.0% | $4,123+278.7% | $6,407+143.7% |
| Admin fee / account holder | $297 | $5,336-94.4% | $5,150-94.2% | $12,270-97.6% |