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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 | $63,362 | $102,429-38.1% | $147,096-56.9% | $80,925-21.7% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 16.68% | 135.02%-118.3pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $18,177 | $6,649+173.4% | $8,071+125.2% | $4,299+322.9% |
| Admin fee / account holder | $271 | $7,957-96.6% | $13,005-97.9% | $6,940-96.1% |