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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 | $74,081 | $108,695-31.8% | $74,722-0.9% | $152,897-51.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 23.38% | 114.11%-90.7pp | 753.11%-729.7pp | 345.43%-322.0pp |
| Employer contribution / active EE | $5,148 | $1,504+242.2% | $1,084+374.8% | $4,764+8.1% |
| Participant deferral / active EE | $8,788 | $2,712+224.1% | $1,963+347.6% | $5,851+50.2% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |