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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 | $36,212 | $70,121-48.4% | $63,803-43.2% | $138,895-73.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 20.98% | 946.48%-925.5pp | 543.72%-522.7pp | 145.39%-124.4pp |
| Employer contribution / active EE | $4,420 | $2,882+53.4% | $2,532+74.5% | $4,194+5.4% |
| Participant deferral / active EE | $4,420 | $4,535-2.5% | $3,843+15.0% | $6,396-30.9% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |