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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 | $37,495 | $107,368-65.1% | $92,915-59.6% | $152,909-75.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.79% | 145.64%-124.9pp | 109.45%-88.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $22,696 | $4,222+437.5% | $3,653+521.2% | $4,764+376.4% |
| Participant deferral / active EE | $9,500 | $4,848+96.0% | $4,238+124.2% | $5,851+62.4% |
| Admin fee / account holder | $5 | $7,082-99.9% | $5,796-99.9% | $11,601-100.0% |