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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 | $55,966 | $126,519-55.8% | $106,201-47.3% | $145,959-61.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.91% | 225.10%-213.2pp | 116.26%-104.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,345 | $3,726-37.1% | $3,170-26.0% | $4,661-49.7% |
| Participant deferral / active EE | $3,090 | $5,716-45.9% | $5,012-38.4% | $6,689-53.8% |
| Admin fee / account holder | $0 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |