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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 | $42,443 | $102,385-58.5% | $147,080-71.1% | $80,935-47.6% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 18.19% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,040 | $6,651+96.1% | $8,066+61.7% | $4,299+203.3% |
| Admin fee / account holder | $52 | $7,951-99.3% | $12,989-99.6% | $6,924-99.2% |