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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 | $90,359 | $125,184-27.8% | $105,607-14.4% | $145,884-38.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.73% | 225.00%-212.3pp | 116.11%-103.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,357 | $3,720-63.5% | $3,167-57.2% | $4,662-70.9% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |