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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 | $61,896 | $84,713-26.9% | $75,717-18.3% | $167,518-63.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.62% | 199.49%-183.9pp | 104.58%-89.0pp | 478.71%-463.1pp |
| Employer contribution / active EE | $2,956 | $3,229-8.5% | $2,743+7.8% | $4,838-38.9% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $136 | $5,357-97.5% | $3,619-96.2% | $12,312-98.9% |