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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 | $73,112 | $110,093-33.6% | $97,295-24.9% | $145,897-49.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.48% | 244.76%-232.3pp | 75.62%-63.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $14,087 | $3,077+357.8% | $2,723+417.4% | $4,663+202.1% |
| Participant deferral / active EE | $6,522 | $4,678+39.4% | $4,264+53.0% | $6,689-2.5% |
| Admin fee / account holder | $268 | $6,212-95.7% | $5,646-95.3% | $13,390-98.0% |