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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 | $53,475 | $169,361-68.4% | $129,397-58.7% | $145,877-63.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.12% | 14395.54%-14386.4pp | 9453.98%-9444.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,157 | $4,987+324.2% | $4,167+407.7% | $6,691+216.2% |
| Admin fee / account holder | $223 | $9,903-97.7% | $7,679-97.1% | $13,402-98.3% |