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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 | $30,430 | $217,432-86.0% | $185,851-83.6% | $167,553-81.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 45.39% | 148.43%-103.0pp | 122.11%-76.7pp | 478.89%-433.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,870 | $6,357-39.1% | $5,569-30.5% | $6,343-39.0% |
| Admin fee / account holder | $239 | $19,820-98.8% | $16,245-98.5% | $12,316-98.1% |