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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 | $110,039-58.7% | $97,260-53.3% | $145,884-68.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.34% | 244.44%-229.1pp | 75.54%-60.2pp | 551.85%-536.5pp |
| Employer contribution / active EE | $4,103 | $3,074+33.5% | $2,721+50.8% | $4,662-12.0% |
| Participant deferral / active EE | $11,983 | $4,674+156.4% | $4,262+181.2% | $6,690+79.1% |
| Admin fee / account holder | $157 | $6,204-97.5% | $5,640-97.2% | $13,392-98.8% |