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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 | $65,989 | $124,351-46.9% | $109,188-39.6% | $167,553-60.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 277.29% | 26.04%+251.2pp | 25.76%+251.5pp | 478.89%-201.6pp |
| Employer contribution / active EE | $1,988 | $4,210-52.8% | $3,723-46.6% | $4,840-58.9% |
| Participant deferral / active EE | $4,970 | $5,257-5.5% | $4,654+6.8% | $6,343-21.6% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |