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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 | $45,433 | $100,911-55.0% | $90,440-49.8% | $158,966-71.4% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 10.50% | 1726.62%-1716.1pp | 1294.38%-1283.9pp | 302.95%-292.5pp |
| Employer contribution / active EE | $200 | $3,690-94.6% | $3,263-93.9% | $4,762-95.8% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |