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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 | $78,450 | $134,817-41.8% | $123,973-36.7% | $155,188-49.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.72% | 515.49%-499.8pp | 388.13%-372.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,000 | $4,425-54.8% | $4,126-51.5% | $4,248-52.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |