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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 | $68,535 | $110,039-37.7% | $97,260-29.5% | $145,884-53.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.05% | 244.44%-224.4pp | 75.54%-55.5pp | 551.85%-531.8pp |
| Employer contribution / active EE | $3,375 | $3,074+9.8% | $2,721+24.0% | $4,662-27.6% |
| Participant deferral / active EE | $23,000 | $4,674+392.1% | $4,262+439.7% | $6,690+243.8% |
| Admin fee / account holder | $218 | $6,204-96.5% | $5,640-96.1% | $13,392-98.4% |