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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 | $76,222 | $88,585-14.0% | $69,884+9.1% | $134,532-43.3% |
| Participation rate | 88.9% | 74.9%+14.0pp | 70.5%+18.4pp | 81.2%+7.7pp |
| Annual return | 9.41% | 442.80%-433.4pp | 190.81%-181.4pp | 418.27%-408.9pp |
| Employer contribution / active EE | $2,695 | $3,235-16.7% | $2,560+5.3% | $4,741-43.2% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $200 | $10,441-98.1% | $6,266-96.8% | $11,429-98.2% |