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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 | $27,249 | $69,118-60.6% | $53,647-49.2% | $138,895-80.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 26.87% | 248.26%-221.4pp | 358.33%-331.5pp | 145.39%-118.5pp |
| Employer contribution / active EE | $5,140 | $1,189+332.1% | $962+434.3% | $4,194+22.5% |
| Participant deferral / active EE | $7,456 | $2,274+227.9% | $1,813+311.2% | $6,396+16.6% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |