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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 | $59,062 | $144,130-59.0% | $117,861-49.9% | $147,586-60.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 25.70% | 531.20%-505.5pp | 335.11%-309.4pp | 578.59%-552.9pp |
| Employer contribution / active EE | $1,325 | $4,897-72.9% | $3,786-65.0% | $4,876-72.8% |
| Participant deferral / active EE | $7,698 | $5,316+44.8% | $4,482+71.7% | $5,439+41.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |