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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 | $70,980 | $90,691-21.7% | $76,119-6.8% | $145,884-51.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.38% | 624.52%-610.1pp | 361.25%-346.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $900 | $3,329-73.0% | $2,693-66.6% | $4,662-80.7% |
| Participant deferral / active EE | $22,500 | $5,167+335.4% | $4,259+428.3% | $6,690+236.3% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |