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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 | $34,417 | $144,130-76.1% | $117,861-70.8% | $147,586-76.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.59% | 531.20%-507.6pp | 335.11%-311.5pp | 578.59%-555.0pp |
| Employer contribution / active EE | $4,926 | $4,897+0.6% | $3,786+30.1% | $4,876+1.0% |
| Participant deferral / active EE | $13,225 | $5,316+148.8% | $4,482+195.1% | $5,439+143.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |