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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 | $54,190 | $102,393-47.1% | $147,041-63.1% | $80,911-33.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.20% | 134.95%-116.7pp | 419.21%-401.0pp | 35.63%-17.4pp |
| Employer contribution / active EE | $1,287 | $3,715-65.3% | $4,935-73.9% | $2,756-53.3% |
| Participant deferral / active EE | $18,921 | $6,647+184.7% | $8,071+134.4% | $4,297+340.3% |
| Admin fee / account holder | $147 | $7,943-98.1% | $13,006-98.9% | $6,935-97.9% |