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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 | $45,456 | $109,967-58.7% | $97,197-53.2% | $145,877-68.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.34% | 244.27%-228.9pp | 75.47%-60.1pp | 551.28%-535.9pp |
| Employer contribution / active EE | $4,103 | $3,077+33.4% | $2,723+50.7% | $4,663-12.0% |
| Participant deferral / active EE | $11,983 | $4,676+156.3% | $4,263+181.1% | $6,691+79.1% |
| Admin fee / account holder | $157 | $6,199-97.5% | $5,637-97.2% | $13,402-98.8% |