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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 | $36,994 | $102,663-64.0% | $86,216-57.1% | $139,466-73.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.05% | 1924.52%-1903.5pp | 1169.42%-1148.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $9,239 | $3,035+204.5% | $2,382+288.0% | $4,754+94.4% |
| Participant deferral / active EE | $7,256 | $4,677+55.1% | $3,986+82.0% | $6,712+8.1% |
| Admin fee / account holder | $3 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |