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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 | $59,561 | $84,741-29.7% | $75,731-21.4% | $167,553-64.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 193.31% | 199.72%-6.4pp | 104.65%+88.7pp | 478.89%-285.6pp |
| Employer contribution / active EE | $4,700 | $3,230+45.5% | $2,743+71.3% | $4,840-2.9% |
| Participant deferral / active EE | $12,931 | $4,577+182.5% | $3,820+238.5% | $6,343+103.9% |
| Admin fee / account holder | $169 | $5,361-96.8% | $3,620-95.3% | $12,316-98.6% |