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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 | $39,049 | $73,518-46.9% | $63,003-38.0% | $147,585-73.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.58% | 175.46%-161.9pp | 87.59%-74.0pp | 578.57%-565.0pp |
| Employer contribution / active EE | $853 | $3,322-74.3% | $2,760-69.1% | $4,876-82.5% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $204 | $5,952-96.6% | $3,600-94.3% | $10,885-98.1% |