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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 | $21,639 | $67,823-68.1% | $52,425-58.7% | $137,256-84.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 39.89% | 219.11%-179.2pp | 302.12%-262.2pp | 220.34%-180.5pp |
| Employer contribution / active EE | $6,475 | $1,163+456.8% | $914+608.3% | $4,156+55.8% |
| Participant deferral / active EE | $6,475 | $2,288+183.0% | $1,790+261.6% | $6,407+1.1% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |