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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 | $51,000 | $129,737-60.7% | $119,126-57.2% | $154,746-67.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.86% | 379.08%-359.2pp | 282.11%-262.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $12,977 | $4,375+196.6% | $4,034+221.7% | $4,379+196.3% |
| Participant deferral / active EE | $5,585 | $5,842-4.4% | $5,318+5.0% | $6,730-17.0% |
| Admin fee / account holder | $16 | $11,961-99.9% | $10,693-99.8% | $14,365-99.9% |