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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 | $92,275 | $169,237-45.5% | $129,339-28.7% | $145,978-36.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.39% | 14364.43%-14351.0pp | 9437.05%-9423.7pp | 550.52%-537.1pp |
| Employer contribution / active EE | $900 | $5,540-83.8% | $4,154-78.3% | $4,662-80.7% |
| Participant deferral / active EE | $12,720 | $4,991+154.8% | $4,170+205.0% | $6,690+90.1% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |