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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 | $51,097 | $108,695-53.0% | $74,722-31.6% | $152,897-66.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 28.51% | 114.11%-85.6pp | 753.11%-724.6pp | 345.43%-316.9pp |
| Employer contribution / active EE | $8,284 | $1,504+450.7% | $1,084+664.1% | $4,764+73.9% |
| Participant deferral / active EE | $15,120 | $2,712+457.6% | $1,963+670.2% | $5,851+158.4% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |