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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 | $85,648 | $106,923-19.9% | $84,023+1.9% | $152,909-44.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.83% | 105.02%-81.2pp | 71.32%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $13,975 | $2,735+410.9% | $1,984+604.4% | $4,764+193.4% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |