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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 | $24,864 | $73,518-66.2% | $63,003-60.5% | $147,585-83.2% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.8%+13.4pp | 82.8%+5.4pp |
| Annual return | 13.73% | 175.46%-161.7pp | 87.59%-73.9pp | 578.57%-564.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,919 | $4,183+41.5% | $3,329+77.8% | $5,439+8.8% |
| Admin fee / account holder | $42 | $5,952-99.3% | $3,600-98.8% | $10,885-99.6% |