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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 | $64,046 | $102,595-37.6% | $94,057-31.9% | $154,746-58.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.61% | 583.42%-562.8pp | 480.62%-460.0pp | 172.34%-151.7pp |
| Employer contribution / active EE | $3,523 | $3,147+11.9% | $2,933+20.1% | $4,379-19.6% |
| Participant deferral / active EE | $10,379 | $5,118+102.8% | $4,709+120.4% | $6,730+54.2% |
| Admin fee / account holder | $19 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |