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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 | $177,593 | $85,171+108.5% | $172,752+2.8% | $72,975+143.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 53.38% | 27.32%+26.1pp | 802.97%-749.6pp | 81.01%-27.6pp |
| Employer contribution / active EE | $514 | $3,324-84.6% | $5,144-90.0% | $2,440-79.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $249 | $5,880-95.8% | $13,955-98.2% | $5,124-95.1% |