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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 | $46,691 | $171,492-72.8% | $150,734-69.0% | $198,609-76.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 18.92% | 804.70%-785.8pp | 600.81%-581.9pp | 202.70%-183.8pp |
| Employer contribution / active EE | $9,953 | $5,470+82.0% | $4,918+102.4% | $5,055+96.9% |
| Participant deferral / active EE | $4,247 | $6,259-32.1% | $5,610-24.3% | $6,977-39.1% |
| Admin fee / account holder | $16 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |