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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 | $58,099 | $90,614-35.9% | $76,089-23.6% | $145,877-60.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.40% | 623.80%-607.4pp | 360.94%-344.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $6,995 | $3,324+110.4% | $2,690+160.0% | $4,663+50.0% |
| Participant deferral / active EE | $9,326 | $5,168+80.4% | $4,259+118.9% | $6,691+39.4% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |