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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 | $13,307 | $110,801-88.0% | $86,615-84.6% | $167,536-92.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.79% | 116.96%-99.2pp | 63.51%-45.7pp | 478.82%-461.0pp |
| Employer contribution / active EE | $3,052 | $3,245-5.9% | $2,496+22.3% | $4,839-36.9% |
| Participant deferral / active EE | $4,476 | $4,547-1.6% | $3,699+21.0% | $6,342-29.4% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |