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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 | $41,101 | $53,128-22.6% | $86,582-52.5% | $70,126-41.4% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.6pp | 69.5%+27.6pp |
| Annual return | 48.33% | 27.66%+20.7pp | 965.08%-916.8pp | 73.15%-24.8pp |
| Employer contribution / active EE | $486 | $2,068-76.5% | $2,839-82.9% | $2,343-79.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $144 | $3,584-96.0% | $4,904-97.1% | $4,645-96.9% |