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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 | $72,348 | $209,425-65.5% | $178,499-59.5% | $158,966-54.5% |
| Participation rate | 94.1% | 86.4%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,200 | $5,707-79.0% | $5,011-76.0% | $4,762-74.8% |
| Participant deferral / active EE | $3,595 | $5,955-39.6% | $5,202-30.9% | $5,983-39.9% |
| Admin fee / account holder | $82 | $17,078-99.5% | $13,986-99.4% | $11,250-99.3% |