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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 | $93,894 | $63,703+47.4% | $93,063+0.9% | $82,448+13.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 838.44% | -775.43%+1613.9pp | 34.15%+804.3pp | 41.64%+796.8pp |
| Employer contribution / active EE | $10,646 | $1,729+515.9% | $2,476+329.9% | $2,551+317.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $40 | $5,982-99.3% | $6,033-99.3% | $7,234-99.4% |