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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 | $83,597 | $157,304-46.9% | $141,197-40.8% | $152,909-45.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,266 | $5,263-37.9% | $4,736-31.1% | $4,764-31.5% |
| Participant deferral / active EE | $17,170 | $7,111+141.5% | $6,710+155.9% | $5,851+193.4% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |