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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 | $89,772 | $104,937-14.5% | $84,628+6.1% | $152,897-41.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 27.74% | 373.88%-346.1pp | 258.80%-231.1pp | 345.43%-317.7pp |
| Employer contribution / active EE | $3,625 | $3,303+9.7% | $2,653+36.6% | $4,764-23.9% |
| Participant deferral / active EE | $8,790 | $4,690+87.4% | $3,900+125.4% | $5,851+50.2% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |