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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 | $35,133 | $180,459-80.5% | $154,108-77.2% | $135,380-74.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,752 | $6,035-4.7% | $5,298+8.6% | $4,779+20.4% |
| Participant deferral / active EE | $3,917 | $5,806-32.5% | $5,081-22.9% | $5,609-30.2% |
| Admin fee / account holder | $136 | $16,145-99.2% | $13,411-99.0% | $10,828-98.7% |