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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 | $42,995 | $65,555-34.4% | $86,216-50.1% | $75,173-42.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.93% | 46.07%-31.1pp | 1169.42%-1154.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $4,163 | $1,553+168.0% | $2,382+74.8% | $2,671+55.9% |
| Participant deferral / active EE | $3,171 | $3,023+4.9% | $3,986-20.4% | $4,126-23.1% |
| Admin fee / account holder | $105 | $5,469-98.1% | $6,853-98.5% | $5,651-98.1% |