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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 | $49,006 | $73,546-33.4% | $63,018-22.2% | $147,586-66.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.42% | 175.56%-157.1pp | 87.62%-69.2pp | 578.59%-560.2pp |
| Employer contribution / active EE | $791 | $3,324-76.2% | $2,761-71.4% | $4,876-83.8% |
| Participant deferral / active EE | $1,164 | $4,185-72.2% | $3,330-65.0% | $5,439-78.6% |
| Admin fee / account holder | $15 | $5,956-99.7% | $3,601-99.6% | $10,886-99.9% |