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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 | $64,533 | $109,967-41.3% | $97,197-33.6% | $145,877-55.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.29% | 244.27%-230.0pp | 75.47%-61.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,972 | $3,077-3.4% | $2,723+9.2% | $4,663-36.3% |
| Participant deferral / active EE | $14,325 | $4,676+206.3% | $4,263+236.0% | $6,691+114.1% |
| Admin fee / account holder | $285 | $6,199-95.4% | $5,637-94.9% | $13,402-97.9% |