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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 | $12,238 | $154,754-92.1% | $124,206-90.1% | $138,895-91.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 45.43% | 709.28%-663.8pp | 515.27%-469.8pp | 145.39%-100.0pp |
| Employer contribution / active EE | $2,440 | $4,446-45.1% | $3,540-31.1% | $4,194-41.8% |
| Participant deferral / active EE | $3,050 | $4,621-34.0% | $3,968-23.1% | $6,396-52.3% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |