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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 | $61,856 | $112,933-45.2% | $90,970-32.0% | $158,982-61.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 25.45% | 215.82%-190.4pp | 134.60%-109.1pp | 302.99%-277.5pp |
| Employer contribution / active EE | $4,923 | $2,893+70.1% | $2,122+132.0% | $4,763+3.4% |
| Participant deferral / active EE | $6,068 | $4,128+47.0% | $3,373+79.9% | $5,983+1.4% |
| Admin fee / account holder | $16 | $8,047-99.8% | $5,961-99.7% | $11,252-99.9% |