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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 | $80,310 | $133,998-40.1% | $112,263-28.5% | $134,545-40.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 55.69% | 47.17%+8.5pp | 27.49%+28.2pp | 418.37%-362.7pp |
| Employer contribution / active EE | $1,314 | $4,040-67.5% | $3,636-63.9% | $4,742-72.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $63 | $7,493-99.2% | $6,410-99.0% | $11,431-99.4% |