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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 | $39,851 | $110,093-63.8% | $97,295-59.0% | $145,897-72.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.80% | 244.76%-236.0pp | 75.62%-66.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,000 | $4,678+370.3% | $4,264+416.0% | $6,689+228.9% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |