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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 | $85,651 | $105,145-18.5% | $94,664-9.5% | $139,466-38.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.30% | 38.09%-16.8pp | 156.84%-135.5pp | 373.66%-352.4pp |
| Employer contribution / active EE | $10,500 | $4,107+155.7% | $3,673+185.9% | $4,754+120.9% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |