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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 | $62,007 | $90,530-31.5% | $76,030-18.4% | $145,897-57.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 24.21% | 625.08%-600.9pp | 361.54%-337.3pp | 552.29%-528.1pp |
| Employer contribution / active EE | $16,155 | $3,319+386.7% | $2,688+501.1% | $4,663+246.5% |
| Participant deferral / active EE | $7,960 | $5,164+54.1% | $4,257+87.0% | $6,689+19.0% |
| Admin fee / account holder | $280 | $8,383-96.7% | $6,421-95.6% | $13,390-97.9% |