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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 | $125,184-66.3% | $105,607-60.1% | $145,884-71.1% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 10.92% | 225.00%-214.1pp | 116.11%-105.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,038 | $5,714-29.3% | $5,011-19.4% | $6,690-39.6% |
| Admin fee / account holder | $105 | $17,133-99.4% | $10,958-99.0% | $13,392-99.2% |