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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 | $44,993 | $84,741-46.9% | $75,731-40.6% | $167,553-73.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.75% | 199.72%-186.0pp | 104.65%-90.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $4,776 | $3,230+47.8% | $2,743+74.1% | $4,840-1.3% |
| Participant deferral / active EE | $8,872 | $4,577+93.8% | $3,820+132.2% | $6,343+39.9% |
| Admin fee / account holder | $3 | $5,361-99.9% | $3,620-99.9% | $12,316-100.0% |