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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 | $34,652 | $57,352-39.6% | $83,831-58.7% | $64,173-46.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 72.75% | 11.38%+61.4pp | 850.99%-778.2pp | 7.63%+65.1pp |
| Employer contribution / active EE | $6,360 | $2,546+149.9% | $3,631+75.2% | $2,381+167.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |