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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 | $18,601 | $129,737-85.7% | $119,126-84.4% | $154,746-88.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.98% | 379.08%-367.1pp | 282.11%-270.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $7,910 | $4,375+80.8% | $4,034+96.1% | $4,379+80.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $118 | $11,961-99.0% | $10,693-98.9% | $14,365-99.2% |