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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 | $169,336-68.4% | $129,384-58.7% | $145,884-63.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.12% | 14408.70%-14399.6pp | 9461.77%-9452.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,157 | $4,985+324.4% | $4,166+407.9% | $6,690+216.3% |
| Admin fee / account holder | $223 | $9,912-97.7% | $7,686-97.1% | $13,392-98.3% |