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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 | $34,861 | $105,158-66.8% | $94,672-63.2% | $139,487-75.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.29% | 38.11%-15.8pp | 156.89%-134.6pp | 373.84%-351.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,126 | $7,599-6.2% | $7,417-3.9% | $6,713+6.2% |
| Admin fee / account holder | $126 | $8,972-98.6% | $7,222-98.3% | $11,407-98.9% |