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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 | $65,535 | $125,778-47.9% | $114,563-42.8% | $154,746-57.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.27% | 295.14%-275.9pp | 241.09%-221.8pp | 172.34%-153.1pp |
| Employer contribution / active EE | $9,541 | $2,806+240.0% | $2,592+268.1% | $4,379+117.9% |
| Participant deferral / active EE | $4,577 | $4,445+3.0% | $4,142+10.5% | $6,730-32.0% |
| Admin fee / account holder | $18 | $8,190-99.8% | $7,623-99.8% | $14,365-99.9% |