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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 | $38,714 | $144,124-73.1% | $117,857-67.2% | $147,585-73.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.52% | 531.17%-517.6pp | 335.09%-321.6pp | 578.57%-565.0pp |
| Employer contribution / active EE | $10,514 | $4,897+114.7% | $3,786+177.7% | $4,876+115.6% |
| Participant deferral / active EE | $3,427 | $5,316-35.5% | $4,482-23.5% | $5,439-37.0% |
| Admin fee / account holder | $136 | $10,886-98.8% | $8,020-98.3% | $10,885-98.8% |