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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 | $46,645 | $106,894-56.4% | $84,016-44.5% | $152,870-69.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.50% | 104.99%-81.5pp | 71.31%-47.8pp | 345.34%-321.8pp |
| Employer contribution / active EE | $6,723 | $2,734+145.9% | $1,983+239.0% | $4,763+41.2% |
| Participant deferral / active EE | $6,392 | $4,011+59.4% | $3,239+97.4% | $5,850+9.3% |
| Admin fee / account holder | $4 | $8,286-99.9% | $6,101-99.9% | $11,597-100.0% |