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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 | $61,595 | $98,240-37.3% | $82,312-25.2% | $147,586-58.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 114.20% | 30.85%+83.3pp | 25.88%+88.3pp | 578.59%-464.4pp |
| Employer contribution / active EE | $4,114 | $3,192+28.9% | $2,428+69.4% | $4,876-15.6% |
| Participant deferral / active EE | $7,616 | $4,383+73.7% | $3,706+105.5% | $5,439+40.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |