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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 | $39,056 | $58,258-33.0% | $81,820-52.3% | $80,925-51.7% |
| Participation rate | 96.2% | 63.5%+32.7pp | 72.4%+23.8pp | 67.7%+28.5pp |
| Annual return | 16.82% | 41.76%-24.9pp | 777.93%-761.1pp | 35.65%-18.8pp |
| Employer contribution / active EE | $5,714 | $2,345+143.6% | $2,915+96.0% | $2,756+107.3% |
| Participant deferral / active EE | $6,844 | $3,284+108.4% | $4,323+58.3% | $4,299+59.2% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |