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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 | $45,871 | $73,518-37.6% | $63,003-27.2% | $147,585-68.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.31% | 175.46%-166.2pp | 87.59%-78.3pp | 578.56%-569.3pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,952 | $4,183-29.4% | $3,329-11.3% | $5,439-45.7% |
| Admin fee / account holder | $46 | $5,952-99.2% | $3,600-98.7% | $10,885-99.6% |