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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 | $71,818 | $107,363-33.1% | $92,909-22.7% | $152,897-53.0% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.5%+7.0pp |
| Annual return | 22.58% | 145.63%-123.1pp | 109.44%-86.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,063 | $4,848+66.3% | $4,238+90.3% | $5,851+37.8% |
| Admin fee / account holder | $33 | $7,082-99.5% | $5,795-99.4% | $11,599-99.7% |