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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 | $27,696 | $109,411-74.7% | $89,435-69.0% | $158,982-82.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 66.42% | 345.68%-279.3pp | 245.55%-179.1pp | 302.99%-236.6pp |
| Employer contribution / active EE | $11,289 | $3,173+255.8% | $2,587+336.4% | $4,763+137.0% |
| Participant deferral / active EE | $4,512 | $4,600-1.9% | $3,890+16.0% | $5,983-24.6% |
| Admin fee / account holder | $155 | $6,159-97.5% | $4,884-96.8% | $11,252-98.6% |