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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 | $90,691-35.9% | $76,119-23.7% | $145,884-60.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.40% | 624.52%-608.1pp | 361.25%-344.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $6,995 | $3,329+110.1% | $2,693+159.8% | $4,662+50.0% |
| Participant deferral / active EE | $9,326 | $5,167+80.5% | $4,259+118.9% | $6,690+39.4% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |