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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 | $45,494 | $135,645-66.5% | $110,243-58.7% | $135,379-66.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 14.64% | 513.24%-498.6pp | 314.76%-300.1pp | 519.79%-505.1pp |
| Employer contribution / active EE | $2,249 | $4,907-54.2% | $3,827-41.2% | $4,779-52.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $208 | $11,458-98.2% | $8,548-97.6% | $10,828-98.1% |