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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 | $49,463 | $56,134-11.9% | $96,171-48.6% | $85,847-42.4% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 13.00% | 42.30%-29.3pp | 192.04%-179.0pp | 318.61%-305.6pp |
| Employer contribution / active EE | $877 | $1,620-45.9% | $2,799-68.7% | $2,565-65.8% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $36 | $3,769-99.0% | $5,538-99.3% | $6,261-99.4% |