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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 | $89,384 | $114,093-21.7% | $96,171-7.1% | $167,536-46.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.07% | 190.00%-174.9pp | 192.04%-177.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $8,147 | $3,429+137.5% | $2,799+191.1% | $4,839+68.3% |
| Participant deferral / active EE | $24,655 | $5,197+374.4% | $4,350+466.8% | $6,342+288.7% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |