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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 | $44,289 | $111,787-60.4% | $93,681-52.7% | $145,978-69.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.71% | 203.52%-190.8pp | 133.47%-120.8pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,253 | $4,918-54.2% | $4,415-49.0% | $6,690-66.3% |
| Admin fee / account holder | $244 | $10,256-97.6% | $8,290-97.1% | $13,400-98.2% |