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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 | $50,826 | $107,353-52.7% | $92,903-45.3% | $152,885-66.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.73% | 145.62%-132.9pp | 109.43%-96.7pp | 345.39%-332.7pp |
| Employer contribution / active EE | $11,959 | $4,222+183.3% | $3,653+227.3% | $4,763+151.1% |
| Participant deferral / active EE | $4,750 | $4,848-2.0% | $4,238+12.1% | $5,851-18.8% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |