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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 | $59,706 | $84,713-29.5% | $75,717-21.1% | $167,518-64.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.39% | 199.49%-186.1pp | 104.58%-91.2pp | 478.71%-465.3pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,680 | $4,578+67.8% | $3,821+101.0% | $6,342+21.1% |
| Admin fee / account holder | $231 | $5,357-95.7% | $3,619-93.6% | $12,312-98.1% |