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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 | $53,832 | $106,008-49.2% | $92,240-41.6% | $147,586-63.5% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 10.91% | 50.05%-39.1pp | 176.29%-165.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $1,923 | $4,333-55.6% | $3,680-47.7% | $4,876-60.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |