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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 | $45,560 | $65,440-30.4% | $98,506-53.7% | $85,851-46.9% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.2pp | 69.3%+23.3pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.92%-1494.9pp | 318.63%-318.6pp |
| Employer contribution / active EE | $793 | $2,169-63.5% | $2,961-73.2% | $2,565-69.1% |
| Participant deferral / active EE | $1,930 | $3,168-39.1% | $4,277-54.9% | $3,952-51.2% |
| Admin fee / account holder | $35 | $4,596-99.2% | $5,955-99.4% | $6,261-99.4% |