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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 | $36,481 | $112,933-67.7% | $90,970-59.9% | $158,982-77.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.25% | 215.82%-204.6pp | 134.60%-123.3pp | 302.99%-291.7pp |
| Employer contribution / active EE | $8,938 | $2,893+208.9% | $2,122+321.2% | $4,763+87.7% |
| Participant deferral / active EE | $6,500 | $4,128+57.5% | $3,373+92.7% | $5,983+8.6% |
| Admin fee / account holder | $138 | $8,047-98.3% | $5,961-97.7% | $11,252-98.8% |