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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 | $32,699 | $96,388-66.1% | $80,627-59.4% | $139,466-76.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 31.49% | 1352.08%-1320.6pp | 936.76%-905.3pp | 373.66%-342.2pp |
| Employer contribution / active EE | $12,510 | $3,260+283.8% | $2,723+359.5% | $4,754+163.1% |
| Participant deferral / active EE | $8,395 | $5,224+60.7% | $4,443+88.9% | $6,712+25.1% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |