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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 | $33,694 | $84,741-60.2% | $75,731-55.5% | $167,553-79.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 34.05% | 199.72%-165.7pp | 104.65%-70.6pp | 478.89%-444.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,414 | $4,577-3.6% | $3,820+15.6% | $6,343-30.4% |
| Admin fee / account holder | $257 | $5,361-95.2% | $3,620-92.9% | $12,316-97.9% |