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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 | $82,595 | $89,370-7.6% | $141,197-41.5% | $72,976+13.2% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 565.30% | 111.88%+453.4pp | 71.41%+493.9pp | 81.02%+484.3pp |
| Employer contribution / active EE | $1,954 | $3,115-37.3% | $4,736-58.8% | $2,440-19.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $200 | $5,957-96.6% | $10,265-98.1% | $5,124-96.1% |