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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 | $41,335 | $100,901-59.0% | $75,501-45.3% | $147,586-72.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 31.37% | 35.78%-4.4pp | 27.35%+4.0pp | 578.59%-547.2pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $22,418 | $4,027+456.6% | $3,142+613.4% | $5,439+312.2% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |