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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 | $38,765 | $109,967-64.7% | $97,197-60.1% | $145,877-73.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.20% | 244.27%-227.1pp | 75.47%-58.3pp | 551.28%-534.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,493 | $4,676+17.5% | $4,263+28.8% | $6,691-17.9% |
| Admin fee / account holder | $228 | $6,199-96.3% | $5,637-96.0% | $13,402-98.3% |