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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 | $68,720 | $73,546-6.6% | $63,018+9.0% | $147,586-53.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.65% | 175.56%-159.9pp | 87.62%-72.0pp | 578.59%-562.9pp |
| Employer contribution / active EE | $6,272 | $3,324+88.7% | $2,761+127.2% | $4,876+28.6% |
| Participant deferral / active EE | $3,369 | $4,185-19.5% | $3,330+1.2% | $5,439-38.1% |
| Admin fee / account holder | $132 | $5,956-97.8% | $3,601-96.3% | $10,886-98.8% |