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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 | $104,667 | $81,763+28.0% | $58,561+78.7% | $139,466-25.0% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 14.47% | 7427.77%-7413.3pp | 4251.33%-4236.9pp | 373.66%-359.2pp |
| Employer contribution / active EE | $806 | $1,398-42.4% | $1,053-23.5% | $4,754-83.1% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |