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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 | $70,366-9.0% | $66,674-3.9% | $138,895-53.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.61% | 386.41%-365.8pp | 321.24%-300.6pp | 145.39%-124.8pp |
| Employer contribution / active EE | $3,523 | $2,765+27.4% | $2,620+34.5% | $4,194-16.0% |
| Participant deferral / active EE | $10,379 | $4,374+137.3% | $4,084+154.1% | $6,396+62.3% |
| Admin fee / account holder | $19 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |