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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 | $127,375 | $108,695+17.2% | $74,722+70.5% | $152,897-16.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 1.80% | 114.11%-112.3pp | 753.11%-751.3pp | 345.43%-343.6pp |
| Employer contribution / active EE | $125 | $1,504-91.7% | $1,084-88.5% | $4,764-97.4% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |