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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 | $30,836 | $108,695-71.6% | $74,722-58.7% | $152,897-79.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 21.92% | 114.11%-92.2pp | 753.11%-731.2pp | 345.43%-323.5pp |
| Employer contribution / active EE | $5,757 | $1,504+282.7% | $1,084+431.0% | $4,764+20.9% |
| Participant deferral / active EE | $8,800 | $2,712+224.5% | $1,963+348.2% | $5,851+50.4% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |