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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 | $57,315 | $226,135-74.7% | $182,558-68.6% | $152,909-62.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 28.84% | 192.60%-163.8pp | 148.59%-119.8pp | 345.46%-316.6pp |
| Employer contribution / active EE | $32,340 | $4,979+549.5% | $4,076+693.4% | $4,764+578.8% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |