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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 | $66,082 | $100,073-34.0% | $85,126-22.4% | $145,877-54.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 84.11%-71.2pp | 66.63%-53.7pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,915 | $3,236-9.9% | $2,731+6.7% | $4,663-37.5% |
| Participant deferral / active EE | $13,297 | $5,294+151.2% | $4,523+194.0% | $6,691+98.7% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |