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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 | $39,644 | $108,942-63.6% | $100,415-60.5% | $145,897-72.8% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.1pp | 80.3%+11.4pp |
| Annual return | 68.79% | 58.27%+10.5pp | 49.47%+19.3pp | 552.29%-483.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,828 | $8,461+63.4% | $8,091+70.9% | $6,689+106.7% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |