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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 | $56,488 | $111,830-49.5% | $93,696-39.7% | $145,884-61.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.04% | 204.08%-191.0pp | 133.74%-120.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,894 | $3,093+25.9% | $2,422+60.8% | $4,662-16.5% |
| Participant deferral / active EE | $12,837 | $4,920+160.9% | $4,417+190.6% | $6,690+91.9% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |