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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 | $45,213 | $157,276-71.3% | $141,177-68.0% | $152,885-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.18% | 64.33%-42.2pp | 71.40%-49.2pp | 345.39%-323.2pp |
| Employer contribution / active EE | $1,966 | $5,262-62.6% | $4,736-58.5% | $4,763-58.7% |
| Participant deferral / active EE | $3,849 | $7,110-45.9% | $6,710-42.6% | $5,851-34.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |