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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 | $32,616 | $81,664-60.1% | $70,476-53.7% | $158,966-79.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 44.33% | 208.59%-164.3pp | 109.12%-64.8pp | 302.95%-258.6pp |
| Employer contribution / active EE | $13,256 | $3,219+311.8% | $2,738+384.2% | $4,762+178.3% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10 | $6,197-99.8% | $3,847-99.7% | $11,250-99.9% |