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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 | $61,980 | $102,422-39.5% | $147,117-57.9% | $80,959-23.4% |
| Participation rate | 81.1% | 75.9%+5.2pp | 82.2%-1.1pp | 67.7%+13.4pp |
| Annual return | 34.77% | 135.16%-100.4pp | 420.54%-385.8pp | 35.67%-0.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,826 | $6,652+122.9% | $8,065+83.8% | $4,300+244.8% |
| Admin fee / account holder | $82 | $7,953-99.0% | $12,993-99.4% | $6,925-98.8% |