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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 | $69,048 | $118,708-41.8% | $98,920-30.2% | $158,966-56.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.42% | 372.49%-360.1pp | 196.47%-184.1pp | 302.95%-290.5pp |
| Employer contribution / active EE | $12,500 | $3,334+274.9% | $2,689+364.8% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $75 | $10,134-99.3% | $6,643-98.9% | $11,250-99.3% |