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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 | $29,491 | $101,063-70.8% | $81,473-63.8% | $147,586-80.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 201.25% | 32.41%+168.8pp | 38.78%+162.5pp | 578.59%-377.3pp |
| Employer contribution / active EE | $7,292 | $3,206+127.5% | $2,568+184.0% | $4,876+49.5% |
| Participant deferral / active EE | $10,652 | $4,242+151.1% | $3,537+201.2% | $5,439+95.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |