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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 | $67,794 | $112,933-40.0% | $90,970-25.5% | $158,982-57.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.81% | 215.82%-201.0pp | 134.60%-119.8pp | 302.99%-288.2pp |
| Employer contribution / active EE | $10,453 | $2,893+261.3% | $2,122+392.6% | $4,763+119.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $117 | $8,047-98.6% | $5,961-98.0% | $11,252-99.0% |