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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 | $42,142 | $98,760-57.3% | $149,715-71.9% | $79,858-47.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 39.36% | 27.43%+11.9pp | 276.66%-237.3pp | 31.72%+7.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,227 | $5,681+132.8% | $6,842+93.3% | $3,740+253.7% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,310-99.9% | $5,306-99.9% |