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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 | $42,715 | $150,412-71.6% | $120,574-64.6% | $145,884-70.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.78% | 154.50%-141.7pp | 107.42%-94.6pp | 551.85%-539.1pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,590 | $6,175-41.9% | $4,996-28.1% | $6,690-46.3% |
| Admin fee / account holder | $31 | $12,224-99.7% | $9,445-99.7% | $13,392-99.8% |