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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 | $35,745 | $107,368-66.7% | $92,915-61.5% | $152,909-76.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 40.54% | 145.64%-105.1pp | 109.45%-68.9pp | 345.46%-304.9pp |
| Employer contribution / active EE | $3,158 | $4,222-25.2% | $3,653-13.6% | $4,764-33.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $228 | $7,082-96.8% | $5,796-96.1% | $11,601-98.0% |