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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 | $36,796 | $99,079-62.9% | $78,002-52.8% | $273,972-86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.08% | 217.93%-212.9pp | 425.99%-420.9pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,448 | $3,308-56.2% | $2,470-41.4% | $4,869-70.3% |
| Participant deferral / active EE | $1,448 | $4,306-66.4% | $3,497-58.6% | $5,287-72.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |