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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 | $57,440 | $73,518-21.9% | $63,003-8.8% | $147,585-61.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.96% | 175.46%-158.5pp | 87.59%-70.6pp | 578.57%-561.6pp |
| Employer contribution / active EE | $1,913 | $3,322-42.4% | $2,760-30.7% | $4,876-60.8% |
| Participant deferral / active EE | $2,054 | $4,183-50.9% | $3,329-38.3% | $5,439-62.2% |
| Admin fee / account holder | $6 | $5,952-99.9% | $3,600-99.8% | $10,885-99.9% |