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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 | $52,517 | $107,363-51.1% | $92,909-43.5% | $152,897-65.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.50% | 145.63%-125.1pp | 109.44%-88.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $17,485 | $4,222+314.1% | $3,653+378.6% | $4,764+267.1% |
| Participant deferral / active EE | $9,367 | $4,848+93.2% | $4,238+121.0% | $5,851+60.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |