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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 | $42,168 | $125,190-66.3% | $105,624-60.1% | $145,897-71.1% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 10.92% | 225.22%-214.3pp | 116.20%-105.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,038 | $5,716-29.4% | $5,013-19.4% | $6,689-39.6% |
| Admin fee / account holder | $105 | $17,138-99.4% | $10,961-99.0% | $13,390-99.2% |