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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 | $29,605 | $115,917-74.5% | $100,535-70.6% | $158,982-81.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 146.18% | 34.80%+111.4pp | 30.90%+115.3pp | 302.99%-156.8pp |
| Employer contribution / active EE | $24,952 | $4,105+507.8% | $3,419+629.9% | $4,763+423.9% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $64 | $11,002-99.4% | $8,085-99.2% | $11,252-99.4% |