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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 | $33,260 | $73,518-54.8% | $63,003-47.2% | $147,585-77.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.06% | 175.46%-159.4pp | 87.59%-71.5pp | 578.57%-562.5pp |
| Employer contribution / active EE | $350 | $3,322-89.5% | $2,760-87.3% | $4,876-92.8% |
| Participant deferral / active EE | $3,115 | $4,183-25.5% | $3,329-6.4% | $5,439-42.7% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |