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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 | $20,637 | $75,832-72.8% | $147,617-86.0% | $59,633-65.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 9.04% | 0.37%+8.7pp | 61.98%-52.9pp | 2041.45%-2032.4pp |
| Employer contribution / active EE | $7,019 | $3,485+101.4% | $5,564+26.1% | $2,203+218.7% |
| Participant deferral / active EE | $3,626 | $3,131+15.8% | $4,895-25.9% | $3,192+13.6% |
| Admin fee / account holder | $224 | $5,986-96.3% | $11,612-98.1% | $4,297-94.8% |