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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 | $59,254 | $88,815-33.3% | $81,882-27.6% | $145,897-59.4% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 21.45% | 1033.75%-1012.3pp | 779.47%-758.0pp | 552.29%-530.8pp |
| Employer contribution / active EE | $467 | $3,086-84.9% | $2,916-84.0% | $4,663-90.0% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |