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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 | $64,247 | $106,008-39.4% | $92,240-30.3% | $147,586-56.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.05% | 50.05%-34.0pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,644 | $4,333-62.1% | $3,680-55.3% | $4,876-66.3% |
| Participant deferral / active EE | $8,672 | $4,478+93.6% | $3,897+122.5% | $5,439+59.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |