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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 | $52,639 | $106,005-50.3% | $92,239-42.9% | $147,585-64.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.09% | 50.05%-39.0pp | 176.29%-165.2pp | 578.58%-567.5pp |
| Employer contribution / active EE | $11,454 | $4,333+164.3% | $3,680+211.3% | $4,876+134.9% |
| Participant deferral / active EE | $18,000 | $4,478+301.9% | $3,897+361.9% | $5,439+231.0% |
| Admin fee / account holder | $4 | $6,333-99.9% | $5,194-99.9% | $10,886-100.0% |