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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 | $110,039-48.3% | $97,260-41.6% | $145,884-61.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.17% | 244.44%-229.3pp | 75.54%-60.4pp | 551.85%-536.7pp |
| Employer contribution / active EE | $12,689 | $3,074+312.8% | $2,721+366.3% | $4,662+172.2% |
| Participant deferral / active EE | $5,346 | $4,674+14.4% | $4,262+25.4% | $6,690-20.1% |
| Admin fee / account holder | $20 | $6,204-99.7% | $5,640-99.6% | $13,392-99.9% |