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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 | $50,232 | $110,093-54.4% | $97,295-48.4% | $145,897-65.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.32% | 244.76%-231.4pp | 75.62%-62.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,792 | $3,077+23.2% | $2,723+39.3% | $4,663-18.7% |
| Participant deferral / active EE | $10,113 | $4,678+116.2% | $4,264+137.2% | $6,689+51.2% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |