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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 | $61,136 | $102,595-40.4% | $94,057-35.0% | $154,746-60.5% |
| Participation rate | 91.7% | 76.0%+15.7pp | 73.3%+18.3pp | 80.7%+11.0pp |
| Annual return | 11.00% | 583.42%-572.4pp | 480.62%-469.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $333 | $3,147-89.4% | $2,933-88.6% | $4,379-92.4% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |