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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 | $102,595-40.9% | $94,057-35.6% | $154,746-60.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 21.93% | 583.42%-561.5pp | 480.62%-458.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $4,648 | $3,147+47.7% | $2,933+58.5% | $4,379+6.1% |
| Participant deferral / active EE | $15,614 | $5,118+205.1% | $4,709+231.5% | $6,730+132.0% |
| Admin fee / account holder | $297 | $7,736-96.2% | $7,244-95.9% | $14,365-97.9% |