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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 | $31,769 | $110,039-71.1% | $97,260-67.3% | $145,884-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.87% | 244.44%-230.6pp | 75.54%-61.7pp | 551.85%-538.0pp |
| Employer contribution / active EE | $5,052 | $3,074+64.3% | $2,721+85.7% | $4,662+8.4% |
| Participant deferral / active EE | $8,585 | $4,674+83.7% | $4,262+101.5% | $6,690+28.3% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |