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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 | $9,351 | $100,203-90.7% | $85,240-89.0% | $145,897-93.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 24.26% | 84.28%-60.0pp | 66.75%-42.5pp | 552.29%-528.0pp |
| Employer contribution / active EE | $7,228 | $3,242+123.0% | $2,735+164.3% | $4,663+55.0% |
| Participant deferral / active EE | $12,106 | $5,299+128.5% | $4,527+167.4% | $6,689+81.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |