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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 | $55,330 | $90,489-38.9% | $76,051-27.2% | $145,978-62.1% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 9.42% | 622.78%-613.4pp | 360.42%-351.0pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,849 | $3,319-44.3% | $2,690-31.2% | $4,662-60.3% |
| Participant deferral / active EE | $4,443 | $5,164-14.0% | $4,257+4.4% | $6,690-33.6% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |