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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 | $63,538 | $125,237-49.3% | $105,608-39.8% | $145,877-56.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.51% | 225.76%-210.2pp | 116.50%-101.0pp | 551.28%-535.8pp |
| Employer contribution / active EE | $6,291 | $3,720+69.1% | $3,167+98.7% | $4,663+34.9% |
| Participant deferral / active EE | $16,202 | $5,711+183.7% | $5,010+223.4% | $6,691+142.2% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |