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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 | $63,638 | $125,237-49.2% | $105,608-39.7% | $145,877-56.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.31% | 225.76%-209.5pp | 116.50%-100.2pp | 551.28%-535.0pp |
| Employer contribution / active EE | $4,600 | $3,720+23.6% | $3,167+45.2% | $4,663-1.4% |
| Participant deferral / active EE | $2,374 | $5,711-58.4% | $5,010-52.6% | $6,691-64.5% |
| Admin fee / account holder | $25 | $17,287-99.9% | $11,028-99.8% | $13,402-99.8% |