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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 | $56,845 | $110,093-48.4% | $97,295-41.6% | $145,897-61.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.17% | 244.76%-229.6pp | 75.62%-60.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $12,689 | $3,077+312.3% | $2,723+366.0% | $4,663+172.1% |
| Participant deferral / active EE | $5,346 | $4,678+14.3% | $4,264+25.4% | $6,689-20.1% |
| Admin fee / account holder | $20 | $6,212-99.7% | $5,646-99.6% | $13,390-99.9% |