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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 | $40,260 | $90,614-55.6% | $76,089-47.1% | $145,877-72.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.71% | 623.80%-609.1pp | 360.94%-346.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $4,025 | $3,324+21.1% | $2,690+49.6% | $4,663-13.7% |
| Participant deferral / active EE | $15,175 | $5,168+193.6% | $4,259+256.3% | $6,691+126.8% |
| Admin fee / account holder | $89 | $8,376-98.9% | $6,418-98.6% | $13,402-99.3% |