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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 | $13,708 | $108,701-87.4% | $74,723-81.7% | $152,909-91.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 20.36% | 114.12%-93.8pp | 753.18%-732.8pp | 345.46%-325.1pp |
| Employer contribution / active EE | $9,626 | $1,504+539.9% | $1,084+787.8% | $4,764+102.1% |
| Participant deferral / active EE | $3,288 | $2,709+21.4% | $1,962+67.6% | $5,851-43.8% |
| Admin fee / account holder | $299 | $4,906-93.9% | $3,335-91.0% | $11,601-97.4% |