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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 | $32,041 | $102,393-68.7% | $147,041-78.2% | $80,911-60.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.37% | 134.95%-119.6pp | 419.21%-403.8pp | 35.63%-20.3pp |
| Employer contribution / active EE | $3,049 | $3,715-17.9% | $4,935-38.2% | $2,756+10.6% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |