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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 | $154,754-70.5% | $124,206-63.2% | $138,895-67.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 21.59% | 709.28%-687.7pp | 515.27%-493.7pp | 145.39%-123.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,100 | $4,621+32.0% | $3,968+53.7% | $6,396-4.6% |
| Admin fee / account holder | $165 | $6,690-97.5% | $5,929-97.2% | $12,562-98.7% |