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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 | $93,019 | $109,967-15.4% | $97,197-4.3% | $145,877-36.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.69% | 244.27%-227.6pp | 75.47%-58.8pp | 551.28%-534.6pp |
| Employer contribution / active EE | $4,729 | $3,077+53.7% | $2,723+73.7% | $4,663+1.4% |
| Participant deferral / active EE | $5,925 | $4,676+26.7% | $4,263+39.0% | $6,691-11.4% |
| Admin fee / account holder | $30 | $6,199-99.5% | $5,637-99.5% | $13,402-99.8% |