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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 | $73,391 | $105,210-30.2% | $159,487-54.0% | $85,851-14.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 423.99% | 45.08%+378.9pp | 263.71%+160.3pp | 318.63%+105.4pp |
| Employer contribution / active EE | $1,431 | $3,319-56.9% | $4,831-70.4% | $2,565-44.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $267 | $6,934-96.1% | $10,804-97.5% | $6,261-95.7% |