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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 | $47,834 | $121,701-60.7% | $104,639-54.3% | $158,982-69.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.95% | 465.72%-454.8pp | 340.67%-329.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $843 | $3,165-73.4% | $2,682-68.6% | $4,763-82.3% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |