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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 | $43,036 | $95,979-55.2% | $74,551-42.3% | $135,380-68.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.31% | 56.97%-51.7pp | 32.53%-27.2pp | 519.81%-514.5pp |
| Employer contribution / active EE | $5,677 | $2,716+109.0% | $1,961+189.5% | $4,779+18.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |