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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 | $45,647 | $162,529-71.9% | $130,788-65.1% | $154,746-70.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.59% | 510.48%-488.9pp | 386.44%-364.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,100 | $4,808+26.9% | $4,137+47.4% | $6,730-9.4% |
| Admin fee / account holder | $165 | $7,669-97.8% | $6,673-97.5% | $14,365-98.9% |