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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 | $105,149-66.8% | $94,659-63.2% | $139,427-75.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.29% | 38.04%-15.7pp | 156.75%-134.5pp | 373.27%-351.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,673-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $7,126 | $7,600-6.2% | $7,419-3.9% | $6,711+6.2% |
| Admin fee / account holder | $126 | $8,986-98.6% | $7,232-98.3% | $11,404-98.9% |