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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 | $38,344 | $100,139-61.7% | $85,187-55.0% | $145,884-73.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.94% | 84.15%-69.2pp | 66.67%-51.7pp | 551.85%-536.9pp |
| Employer contribution / active EE | $9,650 | $3,238+198.0% | $2,732+253.2% | $4,662+107.0% |
| Participant deferral / active EE | $2,013 | $5,296-62.0% | $4,525-55.5% | $6,690-69.9% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |