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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 | $83,721 | $169,361-50.6% | $129,397-35.3% | $145,877-42.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.50% | 14395.54%-14387.0pp | 9453.98%-9445.5pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,700 | $5,542-51.3% | $4,154-35.0% | $4,663-42.1% |
| Participant deferral / active EE | $18,675 | $4,987+274.4% | $4,167+348.1% | $6,691+179.1% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |