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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 | $36,990 | $150,346-75.4% | $120,524-69.3% | $145,877-74.6% |
| Participation rate | 92.3% | 78.8%+13.5pp | 71.9%+20.4pp | 80.3%+12.0pp |
| Annual return | 14.36% | 154.40%-140.0pp | 107.36%-93.0pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,945 | $4,353-55.3% | $3,469-43.9% | $4,663-58.3% |
| Participant deferral / active EE | $3,750 | $6,172-39.2% | $4,994-24.9% | $6,691-44.0% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |