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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 | $47,971 | $169,237-71.7% | $129,339-62.9% | $145,978-67.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.45% | 14364.43%-14353.0pp | 9437.05%-9425.6pp | 550.52%-539.1pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,512 | $4,991+70.5% | $4,170+104.1% | $6,690+27.2% |
| Admin fee / account holder | $149 | $9,882-98.5% | $7,668-98.1% | $13,400-98.9% |