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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 | $125,190-55.3% | $105,624-47.0% | $145,897-61.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.91% | 225.22%-213.3pp | 116.20%-104.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,345 | $3,720-37.0% | $3,168-26.0% | $4,663-49.7% |
| Participant deferral / active EE | $3,090 | $5,716-45.9% | $5,013-38.4% | $6,689-53.8% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |