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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 | $35,750 | $99,017-63.9% | $86,587-58.7% | $147,585-75.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.00% | 1312.37%-1300.4pp | 964.86%-952.9pp | 578.56%-566.6pp |
| Employer contribution / active EE | $8,719 | $3,132+178.4% | $2,839+207.1% | $4,876+78.8% |
| Participant deferral / active EE | $2,550 | $3,972-35.8% | $3,609-29.3% | $5,439-53.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |