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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 | $41,971 | $144,124-70.9% | $117,857-64.4% | $147,585-71.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.74% | 531.17%-511.4pp | 335.09%-315.3pp | 578.57%-558.8pp |
| Employer contribution / active EE | $4,604 | $4,897-6.0% | $3,786+21.6% | $4,876-5.6% |
| Participant deferral / active EE | $9,013 | $5,316+69.5% | $4,482+101.1% | $5,439+65.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |