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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 | $55,235 | $115,810-52.3% | $101,271-45.5% | $158,966-65.3% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,226 | $4,175-70.6% | $3,660-66.5% | $4,762-74.3% |
| Participant deferral / active EE | $2,224 | $4,958-55.1% | $4,371-49.1% | $5,983-62.8% |
| Admin fee / account holder | $73 | $7,248-99.0% | $5,948-98.8% | $11,250-99.4% |