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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 | $32,119 | $106,008-69.7% | $92,240-65.2% | $147,586-78.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.56% | 50.05%-34.5pp | 176.29%-160.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $12,552 | $4,333+189.7% | $3,680+241.1% | $4,876+157.4% |
| Participant deferral / active EE | $4,461 | $4,478-0.4% | $3,897+14.5% | $5,439-18.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |