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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 | $36,548 | $138,076-73.5% | $123,553-70.4% | $135,380-73.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.16% | 153.70%-152.5pp | 119.21%-118.0pp | 519.81%-518.6pp |
| Employer contribution / active EE | $3,321 | $5,152-35.5% | $4,628-28.2% | $4,779-30.5% |
| Participant deferral / active EE | $5,845 | $6,800-14.0% | $6,426-9.0% | $5,609+4.2% |
| Admin fee / account holder | $173 | $10,917-98.4% | $9,284-98.1% | $10,828-98.4% |