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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 | $43,466 | $81,632-46.8% | $70,455-38.3% | $158,931-72.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.23% | 208.48%-190.2pp | 109.06%-90.8pp | 302.86%-284.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,009 | $4,554-33.9% | $3,709-18.9% | $5,982-49.7% |
| Admin fee / account holder | $160 | $6,193-97.4% | $3,845-95.8% | $11,247-98.6% |