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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 | $66,796 | $102,429-34.8% | $147,096-54.6% | $80,925-17.5% |
| Participation rate | 89.7% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 25.05% | 135.02%-110.0pp | 419.75%-394.7pp | 35.65%-10.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,441 | $6,649+102.2% | $8,071+66.5% | $4,299+212.7% |
| Admin fee / account holder | $5 | $7,957-99.9% | $13,005-100.0% | $6,940-99.9% |