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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 | $42,884 | $109,344-60.8% | $89,400-52.0% | $158,950-73.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.73% | 345.73%-336.0pp | 245.64%-235.9pp | 302.91%-293.2pp |
| Employer contribution / active EE | $8,055 | $3,170+154.1% | $2,586+211.5% | $4,762+69.1% |
| Participant deferral / active EE | $3,178 | $4,599-30.9% | $3,890-18.3% | $5,983-46.9% |
| Admin fee / account holder | $190 | $6,154-96.9% | $4,882-96.1% | $11,248-98.3% |