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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 | $53,320 | $114,093-53.3% | $96,171-44.6% | $167,536-68.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.60% | 190.00%-176.4pp | 192.04%-178.4pp | 478.82%-465.2pp |
| Employer contribution / active EE | $9,772 | $3,429+184.9% | $2,799+249.1% | $4,839+101.9% |
| Participant deferral / active EE | $7,661 | $5,197+47.4% | $4,350+76.1% | $6,342+20.8% |
| Admin fee / account holder | $66 | $6,899-99.0% | $5,538-98.8% | $12,315-99.5% |