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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 | $73,518-33.3% | $63,003-22.2% | $147,585-66.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.42% | 175.46%-157.0pp | 87.59%-69.2pp | 578.57%-560.2pp |
| Employer contribution / active EE | $791 | $3,322-76.2% | $2,760-71.4% | $4,876-83.8% |
| Participant deferral / active EE | $1,164 | $4,183-72.2% | $3,329-65.0% | $5,439-78.6% |
| Admin fee / account holder | $15 | $5,952-99.7% | $3,600-99.6% | $10,885-99.9% |