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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 | $51,874 | $30,732+68.8% | $59,496-12.8% | $59,633-13.0% |
| Participation rate | 70.4% | 43.2%+27.2pp | 54.6%+15.8pp | 68.7%+1.7pp |
| Annual return | 118.91% | 4.47%+114.4pp | 182.05%-63.1pp | 2041.45%-1922.5pp |
| Employer contribution / active EE | $370 | $631-41.3% | $1,153-67.9% | $2,203-83.2% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |