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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 | $48,019 | $81,668-41.2% | $58,507-17.9% | $139,487-65.6% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 33.29% | 7430.07%-7396.8pp | 4252.32%-4219.0pp | 373.84%-340.6pp |
| Employer contribution / active EE | $83 | $1,398-94.1% | $1,053-92.2% | $4,755-98.3% |
| Participant deferral / active EE | $170 | $2,554-93.4% | $1,922-91.2% | $6,713-97.5% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |