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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 | $38,233 | $75,962-49.7% | $154,111-75.2% | $64,173-40.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 4.15% | 30.32%-26.2pp | 735.18%-731.0pp | 7.63%-3.5pp |
| Employer contribution / active EE | $6,291 | $3,350+87.8% | $5,298+18.8% | $2,381+164.3% |
| Participant deferral / active EE | $6,670 | $3,175+110.1% | $5,081+31.3% | $3,470+92.2% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |