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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 | $45,809 | $110,093-58.4% | $97,295-52.9% | $145,897-68.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.11% | 244.76%-230.6pp | 75.62%-61.5pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,567 | $3,077+15.9% | $2,723+31.0% | $4,663-23.5% |
| Participant deferral / active EE | $6,703 | $4,678+43.3% | $4,264+57.2% | $6,689+0.2% |
| Admin fee / account holder | $23 | $6,212-99.6% | $5,646-99.6% | $13,390-99.8% |