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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 | $42,524 | $90,614-53.1% | $76,089-44.1% | $145,877-70.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.49% | 623.80%-608.3pp | 360.94%-345.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,797 | $5,168-26.5% | $4,259-10.9% | $6,691-43.2% |
| Admin fee / account holder | $175 | $8,376-97.9% | $6,418-97.3% | $13,402-98.7% |