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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 | $19,103 | $124,330-84.6% | $109,173-82.5% | $167,536-88.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 296.28% | 26.04%+270.2pp | 25.75%+270.5pp | 478.82%-182.5pp |
| Employer contribution / active EE | $3,365 | $4,209-20.0% | $3,723-9.6% | $4,839-30.5% |
| Participant deferral / active EE | $13,240 | $5,256+151.9% | $4,654+184.5% | $6,342+108.8% |
| Admin fee / account holder | $48 | $7,974-99.4% | $6,755-99.3% | $12,315-99.6% |