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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 | $38,303 | $121,656-68.5% | $104,614-63.4% | $158,950-75.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 28.62% | 465.51%-436.9pp | 340.56%-311.9pp | 302.91%-274.3pp |
| Employer contribution / active EE | $6,250 | $3,164+97.5% | $2,681+133.1% | $4,762+31.2% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $197 | $7,775-97.5% | $6,464-97.0% | $11,248-98.2% |