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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 | $67,350 | $158,852-57.6% | $121,220-44.4% | $135,380-50.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 171.54% | -0.64%+172.2pp | 16.94%+154.6pp | 519.81%-348.3pp |
| Employer contribution / active EE | $770 | $5,666-86.4% | $4,023-80.9% | $4,779-83.9% |
| Participant deferral / active EE | $9,250 | $4,006+130.9% | $3,345+176.5% | $5,609+64.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |