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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 | $25,722 | $110,039-76.6% | $97,260-73.6% | $145,884-82.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.68% | 244.44%-233.8pp | 75.54%-64.9pp | 551.85%-541.2pp |
| Employer contribution / active EE | $3,684 | $3,074+19.8% | $2,721+35.4% | $4,662-21.0% |
| Participant deferral / active EE | $7,765 | $4,674+66.1% | $4,262+82.2% | $6,690+16.1% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |