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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 | $49,025 | $99,079-50.5% | $78,002-37.1% | $273,972-82.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.80% | 217.93%-208.1pp | 425.99%-416.2pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,804 | $3,308-45.5% | $2,470-27.0% | $4,869-63.0% |
| Participant deferral / active EE | $2,707 | $4,306-37.1% | $3,497-22.6% | $5,287-48.8% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |