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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 | $85,023 | $103,008-17.5% | $90,304-5.8% | $152,897-44.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 37.06% | 95.22%-58.2pp | 78.13%-41.1pp | 345.43%-308.4pp |
| Employer contribution / active EE | $10,111 | $3,139+222.1% | $2,855+254.2% | $4,764+112.3% |
| Participant deferral / active EE | $6,844 | $4,281+59.9% | $3,885+76.2% | $5,851+17.0% |
| Admin fee / account holder | $19 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |