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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 | $49,147 | $81,643-39.8% | $70,462-30.3% | $158,950-69.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.17% | 208.51%-196.3pp | 109.08%-96.9pp | 302.91%-290.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,894 | $4,555+29.4% | $3,710+58.9% | $5,983-1.5% |
| Admin fee / account holder | $116 | $6,194-98.1% | $3,845-97.0% | $11,248-99.0% |