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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 | $40,818 | $95,979-57.5% | $74,551-45.2% | $135,380-69.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 13.76% | 56.97%-43.2pp | 32.53%-18.8pp | 519.81%-506.0pp |
| Employer contribution / active EE | $8,516 | $2,716+213.5% | $1,961+334.2% | $4,779+78.2% |
| Participant deferral / active EE | $7,430 | $3,844+93.3% | $3,108+139.0% | $5,609+32.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |