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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 | $22,963 | $110,248-79.2% | $95,728-76.0% | $139,456-83.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 141.39% | 27.16%+114.2pp | 28.40%+113.0pp | 373.45%-232.1pp |
| Employer contribution / active EE | $542 | $3,258-83.4% | $2,835-80.9% | $4,753-88.6% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7 | $6,607-99.9% | $5,673-99.9% | $11,407-99.9% |