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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 | $77,421 | $121,701-36.4% | $104,639-26.0% | $158,982-51.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 36.62% | 465.72%-429.1pp | 340.67%-304.1pp | 302.99%-266.4pp |
| Employer contribution / active EE | $1,285 | $3,165-59.4% | $2,682-52.1% | $4,763-73.0% |
| Participant deferral / active EE | $13,000 | $4,176+211.3% | $3,738+247.8% | $5,983+117.3% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |