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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 | $56,115 | $154,754-63.7% | $124,206-54.8% | $138,895-59.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 10.87% | 709.28%-698.4pp | 515.27%-504.4pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,833 | $4,621+69.5% | $3,968+97.4% | $6,396+22.5% |
| Admin fee / account holder | $204 | $6,690-96.9% | $5,929-96.6% | $12,562-98.4% |