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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 | $83,013 | $111,785-25.7% | $93,669-11.4% | $145,877-43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.18% | 203.79%-193.6pp | 133.59%-123.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,998 | $3,096-3.2% | $2,424+23.7% | $4,663-35.7% |
| Participant deferral / active EE | $2,550 | $4,919-48.2% | $4,416-42.2% | $6,691-61.9% |
| Admin fee / account holder | $29 | $10,256-99.7% | $8,291-99.6% | $13,402-99.8% |