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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 | $29,354 | $114,093-74.3% | $96,171-69.5% | $167,536-82.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 63.19% | 190.00%-126.8pp | 192.04%-128.9pp | 478.82%-415.6pp |
| Employer contribution / active EE | $564 | $3,429-83.6% | $2,799-79.8% | $4,839-88.3% |
| Participant deferral / active EE | $1,439 | $5,197-72.3% | $4,350-66.9% | $6,342-77.3% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |