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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 | $57,644 | $144,130-60.0% | $117,860-51.1% | $147,585-60.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.27% | 531.20%-512.9pp | 335.10%-316.8pp | 578.58%-560.3pp |
| Employer contribution / active EE | $1,919 | $4,897-60.8% | $3,786-49.3% | $4,876-60.6% |
| Participant deferral / active EE | $3,562 | $5,316-33.0% | $4,482-20.5% | $5,439-34.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |